Plante Moran Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Plante Moran Financial Advisors’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	$6.39K	Buy	+499	New	+$6.28K	﹤0.01%	609
2025 Q1	–	Sell	-306	Closed	-$3.75K	–	913
2024 Q4	$3.75K	Buy	+306	New	+$3.94K	﹤0.01%	727
2022 Q3	–	Sell	-3,521	Closed	-$46K	–	1008
2022 Q2	$46K	Hold	3,521	–	–	0.01%	325
2022 Q1	$52K	Sell	3,521 -1,000	-22%	-$15.7K	0.01%	327
2021 Q4	$81K	Sell	4,521 -5,295	-54%	-$92.3K	0.01%	281
2021 Q3	$168K	Buy	9,816 +5,295	+117%	+$94.2K	0.04%	210
2021 Q2	$81K	Hold	4,521	–	–	0.02%	280
2021 Q1	$76K	Buy	4,521 +1,000	+28%	+$16.7K	0.02%	287
2020 Q4	$59K	Buy	+3,521	New	+$56.7K	0.02%	326
2018 Q4	–	Sell	-12,352	Closed	-$180K	–	941
2018 Q3	$180K	Hold	12,352	–	–	0.06%	161
2018 Q2	$180K	Hold	12,352	–	–	0.09%	174
2018 Q1	$179K	Hold	12,352	–	–	0.1%	164
2017 Q4	$191K	Hold	12,352	–	–	0.11%	145
2017 Q3	$190K	Hold	12,352	–	–	0.11%	137
2017 Q2	$187K	Hold	12,352	–	–	0.12%	128
2017 Q1	$181K	Hold	12,352	–	–	0.11%	135
2016 Q4	$179K	Hold	12,352	–	–	0.11%	133
2016 Q3	$198K	Sell	12,352 -1,029	-8%	-$16.7K	0.13%	120
2016 Q2	$218K	Buy	+13,381	New	+$209K	0.16%	108
2013 Q4	–	Sell	-1,046	Closed	-$13K	–	703
2013 Q3	$13K	Hold	1,046	–	–	0.01%	350
2013 Q2	$14K	Buy	+1,046	New	+$15K	0.01%	290

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Plante Moran Financial Advisors's NVG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026: 499 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NVG as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in NVG in Q2 2013 and has held it in 21 quarters since. The position peaked at $218K in Q2 2016. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Plante Moran Financial Advisors held 499 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $6.39K as of Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund was a new Plante Moran Financial Advisors position in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #609 holding.
Plante Moran Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and has held it in 21 quarters since.
Plante Moran Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $218K in Q2 2016.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.