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Powell Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Powell Investment 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 		$131K Hold
10,182
– – 0.04% 136
2026
Q1 		$126K Sell
10,182
-2,436
-19% -$31.3K 0.04% 146
2025
Q4 		$160K Buy
12,618
+60
+0.5% +$752 0.06% 136
2025
Q3 		$155K Buy
12,558
+47
+0.4% +$559 0.05% 142
2025
Q2 		$150K Buy
12,511
+45
+0.4% +$533 0.06% 136
2025
Q1 		$155K Sell
12,466
-7,064
-36% -$88.5K 0.08% 119
2024
Q4 		$239K Buy
19,530
+54
+0.3% +$696 0.11% 114
2024
Q3 		$262K Buy
19,476
+41
+0.2% +$526 0.12% 100
2024
Q2 		$244K Buy
19,435
+31
+0.2% +$370 0.13% 99
2024
Q1 		$237K Sell
19,404
-467
-2% -$5.55K 0.13% 101
2023
Q4 		$235K Buy
19,871
+33
+0.2% +$359 0.13% 101
2023
Q3 		$205K Buy
19,838
+2,308
+13% +$26K 0.12% 105
2023
Q2 		$206K Buy
17,530
+4,297
+32% +$49.9K 0.12% 101
2023
Q1 		$156K Buy
13,233
+29
+0.2% +$348 0.09% 105
2022
Q4 		$160K Sell
13,204
-39,268
-75% -$461K 0.09% 104
2022
Q3 		$616K Buy
52,472
+33
+0.1% +$449 0.4% 41
2022
Q2 		$691K Buy
52,439
+33
+0.1% +$447 0.42% 33
2022
Q1 		$779K Buy
52,406
+33
+0.1% +$519 0.45% 33
2021
Q4 		$939K Buy
52,373
+27
+0.1% +$471 0.53% 27
2021
Q3 		$901K Buy
52,346
+26
+0% +$462 0.56% 25
2021
Q2 		$938K Sell
52,320
-21,998
-30% -$382K 0.58% 23
2021
Q1 		$1.26M Buy
74,318
+39
+0.1% +$651 0.82% 18
2020
Q4 		$1.25M Buy
74,279
+28
+0% +$451 0.95% 16
2020
Q3 		$1.17M Buy
74,251
+27
+0% +$423 1% 16
2020
Q2 		$1.14M Buy
74,224
+30
+0% +$440 1.1% 16
2020
Q1 		$1.09M Buy
74,194
+28
+0% +$452 1.32% 15
2019
Q4 		$1.24M Buy
+74,166
New +$1.22M 1.29% 13

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

Powell Investment Advisors's NVG Position: Q2 2026 in Review

Powell Investment Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 10,182 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #136.

Powell Investment Advisors first reported a position in NVG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q1 2021. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Powell Investment Advisors held 10,182 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $131K as of Q2 2026.
  • Powell Investment Advisors left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Powell Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Powell Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.26M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.