Prosperity Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Prosperity Wealth Management’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
2025 Q1	–	Sell	-10,023	Closed	-$123K	–	243
2024 Q4	$123K	Buy	+10,023	New	+$129K	0.05%	198
2024 Q3	–	Sell	-11,290	Closed	-$141K	–	217
2024 Q2	$141K	Buy	11,290 +534	+5%	+$6.38K	0.07%	167
2024 Q1	$131K	Sell	10,756 -5,914	-35%	-$70.3K	0.06%	149
2023 Q4	$197K	Sell	16,670 -13,176	-44%	-$143K	0.13%	131
2023 Q3	$308K	Buy	29,846 +5,773	+24%	+$65.1K	0.2%	94
2023 Q2	$282K	Buy	24,073 +382	+2%	+$4.44K	0.18%	96
2023 Q1	$279K	Buy	23,691 +7,028	+42%	+$84.4K	0.22%	86
2022 Q4	$202K	Buy	+16,663	New	+$196K	0.19%	111

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Prosperity Wealth Management's NVG Position: Q1 2025 in Review

Prosperity Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 10,023 shares — an estimated $123K sold.

Prosperity Wealth Management first reported a position in NVG in Q4 2022 and held it in 8 quarters. The position peaked at $308K in Q3 2023. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

Prosperity Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
Prosperity Wealth Management sold 10,023 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $123K.
Prosperity Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 8 quarters.
Prosperity Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $308K in Q3 2023.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.