Root Financial Partners
NVG icon

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
Q3 		$21.2K Buy
+1,999
New +$24.2K ﹤0.01% 1519
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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Root Financial Partners's NVG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2026: 1,999 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NVG as recently as Q1 2026.

Root Financial Partners first reported a position in NVG in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • Root Financial Partners held 1,999 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $21.2K as of Q3 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Root Financial Partners position in Q3 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1519 holding.
  • Root Financial Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.