PGF
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Plan Group Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Plan Group Financial’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Hold
22,232
– – 0.06% 182
2026
Q1 		$274K Hold
22,232
– – 0.06% 180
2025
Q4 		$281K Hold
22,232
– – 0.07% 160
2025
Q3 		$273K Buy
22,232
+4,388
+25% +$52.2K 0.07% 150
2025
Q2 		$213K Buy
+17,844
New +$211K 0.07% 149

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Plan Group Financial's NVG Position: Q2 2026 in Review

Plan Group Financial held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 22,232 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #182.

Plan Group Financial first reported a position in NVG in Q2 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Plan Group Financial held 22,232 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $285K as of Q2 2026.
  • Plan Group Financial left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #182 holding.
  • Plan Group Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.