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PFS
Prospera Financial Services’s
Nuveen AMT-Free Municipal Credit Income Fund
NVG
Stock Holding History
Prospera Financial Services’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
Q1
$956K
Sell
77,543
-12,146
-14%
-$156K
0.02%
725
2025
Q4
$1.14M
Buy
89,689
+9,081
+11%
+$114K
0.02%
638
2025
Q3
$991K
Buy
80,608
+5,301
+7%
+$63.1K
0.02%
684
2025
Q2
$898K
Buy
75,307
+734
+1%
+$8.7K
0.02%
693
2025
Q1
$923K
Hold
74,573
–
–
0.02%
585
2024
Q4
$914K
Sell
74,573
-12,250
-14%
-$158K
0.02%
570
2024
Q3
$1.16M
Sell
86,823
-1,000
-1%
-$12.8K
0.03%
472
2024
Q2
$1.09M
Sell
87,823
-18,865
-18%
-$225K
0.03%
482
2024
Q1
$1.3M
Buy
106,688
+1,188
+1%
+$14.1K
0.04%
434
2023
Q4
$1.25M
Buy
105,500
+64,214
+156%
+$698K
0.04%
415
2023
Q3
$426K
Buy
41,286
+1,135
+3%
+$12.8K
0.02%
671
2023
Q2
$470K
Hold
40,151
–
–
0.02%
639
2023
Q1
$473K
Buy
40,151
+16,050
+67%
+$193K
0.02%
630
2022
Q4
$293K
Buy
24,101
+5,451
+29%
+$64K
0.01%
717
2022
Q3
$218K
Buy
18,650
+1,550
+9%
+$21.1K
0.01%
755
2022
Q2
$224K
Buy
17,100
+1,354
+9%
+$18.3K
0.01%
707
2022
Q1
$233K
Buy
15,746
+124
+0.8%
+$1.95K
0.01%
835
2021
Q4
$280K
Buy
15,622
+2,700
+21%
+$47.1K
0.01%
729
2021
Q3
$222K
Buy
+12,922
New
+$230K
0.01%
736
2020
Q4
–
Sell
-1,000
Closed
-$16K
–
1268
2020
Q3
$16K
Buy
+1,000
New
+$15.7K
0.01%
968
Other funds holding NVG
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
AFG
Artesa Financial Group
Conroe, Texas
$105M AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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