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Root Financial Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Root Financial Partners’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 		– Sell
-1,534
Closed -$18.9K – 2240
2026
Q1 		$18.9K Hold
1,534
– – ﹤0.01% 1348
2025
Q4 		$19.4K Buy
1,534
+38
+3% +$476 ﹤0.01% 1201
2025
Q3 		$18.4K Buy
+1,496
New +$17.8K ﹤0.01% 1159

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KAS
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JWCA
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MWM
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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Root Financial Partners's NVG Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2026, closing a stake of 1,534 shares — an estimated $18.9K sold.

Root Financial Partners first reported a position in NVG in Q3 2025 and held it in 3 quarters. The position peaked at $19.4K in Q4 2025. 97 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Root Financial Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,534 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $18.9K.
  • Root Financial Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $19.4K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.