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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
Q2 		$1.33M Buy
103,573
+26,030
+34% +$328K 0.02% 659
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 – 1266
2020
Q3 		$16K Buy
+1,000
New +$15.7K 0.01% 968

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

Prospera Financial Services's NVG Position: Q2 2026 in Review

Prospera Financial Services increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 34% in Q2 2026, buying an estimated $328K and bringing the position to 103,573 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #659.

Prospera Financial Services first reported a position in NVG in Q3 2020 and has held it in 21 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Prospera Financial Services held 103,573 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.33M as of Q2 2026.
  • Prospera Financial Services bought 26,030 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $328K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #659 holding.
  • Prospera Financial Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and has held it in 21 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.