Sage Private Wealth Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Sage Private Wealth Group’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	$147K	Hold	11,473	–	–	0.07%	100
2026 Q1	$141K	Buy	+11,473	New	+$147K	0.07%	97
2025 Q3	–	Sell	-11,473	Closed	-$137K	–	92
2025 Q2	$137K	Hold	11,473	–	–	0.09%	86
2025 Q1	$142K	Hold	11,473	–	–	0.11%	88
2024 Q4	$141K	Hold	11,473	–	–	0.11%	86
2024 Q3	$154K	Hold	11,473	–	–	0.12%	92
2024 Q2	$143K	Hold	11,473	–	–	0.12%	86
2024 Q1	$139K	Hold	11,473	–	–	0.11%	83
2023 Q4	$136K	Hold	11,473	–	–	0.12%	60
2023 Q3	$118K	Hold	11,473	–	–	0.16%	49
2023 Q2	$134K	Hold	11,473	–	–	0.18%	48
2023 Q1	$135K	Buy	+11,473	New	+$138K	0.16%	46

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Sage Private Wealth Group's NVG Position: Q2 2026 in Review

Sage Private Wealth Group held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 11,473 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #100.

Sage Private Wealth Group first reported a position in NVG in Q1 2023 and has held it in 12 quarters since. The position peaked at $154K in Q3 2024. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Sage Private Wealth Group held 11,473 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $147K as of Q2 2026.
Sage Private Wealth Group left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.07% of Sage Private Wealth Group's portfolio in Q2 2026, its #100 holding.
Sage Private Wealth Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2023 and has held it in 12 quarters since.
Sage Private Wealth Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $154K in Q3 2024.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.