Raymond James Financial
NVG icon

Raymond James Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Raymond James Financial’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 		$15.3M Buy
1,244,816
+186,879
+18% +$2.4M ﹤0.01% 1657
2025
Q4 		$13.4M Buy
1,057,937
+33,356
+3% +$418K ﹤0.01% 1738
2025
Q3 		$12.6M Buy
1,024,581
+9,875
+1% +$117K ﹤0.01% 1749
2025
Q2 		$12.1M Sell
1,014,706
-74,947
-7% -$888K ﹤0.01% 1728
2025
Q1 		$13.5M Buy
1,089,653
+131,060
+14% +$1.64M 0.01% 1580
2024
Q4 		$11.8M Buy
+958,593
New +$12.4M ﹤0.01% 1716

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial's NVG Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 18% in Q1 2026, buying an estimated $2.4M and bringing the position to 1,244,816 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Raymond James Financial first reported a position in NVG in Q4 2024 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Raymond James Financial held 1,244,816 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $15.3M as of Q1 2026.
  • Raymond James Financial bought 186,879 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $2.4M.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1657 holding.
  • Raymond James Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.