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

Realta 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 		$199K Hold
15,554
– – 0.06% 214
2026
Q1 		$192K Hold
15,554
– – 0.07% 198
2025
Q4 		$197K Hold
15,554
– – 0.06% 196
2025
Q3 		$191K Hold
15,554
– – 0.06% 190
2025
Q2 		$186K Buy
+15,554
New +$184K 0.07% 181
2024
Q3 		– Sell
-18,068
Closed -$225K – 632
2024
Q2 		$225K Hold
18,068
– – 0.04% 367
2024
Q1 		$220K Hold
18,068
– – 0.05% 388
2023
Q4 		$214K Buy
18,068
+2,514
+16% +$27.3K 0.05% 394
2023
Q3 		$182K Hold
15,554
– – 0.04% 392
2023
Q2 		$182K Hold
15,554
– – 0.04% 408
2023
Q1 		$183K Sell
15,554
-125
-0.8% -$1.5K 0.04% 398
2022
Q4 		$190K Buy
15,679
+55
+0.4% +$646 0.05% 400
2022
Q3 		$182K Sell
15,624
-422
-3% -$5.75K 0.05% 373
2022
Q2 		$214K Buy
16,046
+2
+0% +$27 0.05% 341
2022
Q1 		$237K Hold
16,044
– – 0.05% 350
2021
Q4 		$288K Sell
16,044
-101
-0.6% -$1.76K 0.06% 323
2021
Q3 		$277K Buy
16,145
+67
+0.4% +$1.19K 0.07% 314
2021
Q2 		$287K Hold
16,078
– – 0.07% 296
2021
Q1 		$272K Buy
+16,078
New +$268K 0.07% 295
2020
Q1 		– Sell
-8,702
Closed -$141K – 1023
2019
Q4 		$141K Buy
+8,702
New +$143K 0.04% 419

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

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

Realta Investment Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 15,554 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #214.

Realta Investment Advisors first reported a position in NVG in Q4 2019 and has held it in 20 quarters since. The position peaked at $288K in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Realta Investment Advisors held 15,554 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $199K as of Q2 2026.
  • Realta 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 0.06% of Realta Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • Realta Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 20 quarters since.
  • Realta Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $288K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.