Sequoia Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Sequoia Financial 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	$179K	Hold	13,951	–	–	﹤0.01%	2011
2026 Q1	$172K	Hold	13,951	–	–	﹤0.01%	1810
2025 Q4	$177K	Buy	+13,951	New	+$175K	﹤0.01%	1832
2023 Q3	–	Sell	-12,672	Closed	-$148K	–	995
2023 Q2	$148K	Hold	12,672	–	–	﹤0.01%	888
2023 Q1	$149K	Buy	12,672 +936	+8%	+$11.2K	﹤0.01%	786
2022 Q4	$142K	Buy	+11,736	New	+$138K	﹤0.01%	752
2022 Q2	–	Sell	-17,271	Closed	-$255K	–	657
2022 Q1	$255K	Buy	17,271 +4,933	+40%	+$77.6K	0.01%	548
2021 Q4	$221K	Buy	+12,338	New	+$215K	0.01%	528
2020 Q4	–	Sell	-12,675	Closed	-$198K	–	428
2020 Q3	$198K	Buy	+12,675	New	+$199K	0.01%	368
2020 Q2	–	Sell	-10,077	Closed	-$148K	–	392
2020 Q1	$148K	Hold	10,077	–	–	0.01%	338
2019 Q4	$168K	Hold	10,077	–	–	0.01%	366
2019 Q3	$169K	Sell	10,077 -1,851	-16%	-$30.4K	0.01%	342
2019 Q2	$189K	Buy	11,928 +1,910	+19%	+$29.7K	0.01%	352
2019 Q1	$151K	Hold	10,018	–	–	0.01%	349
2018 Q4	$140K	Hold	10,018	–	–	0.02%	280
2018 Q3	$146K	Hold	10,018	–	–	0.01%	306
2018 Q2	$146K	Hold	10,018	–	–	0.02%	294
2018 Q1	$145K	Sell	10,018 -19,897	-67%	-$293K	0.02%	291
2017 Q4	$462K	Sell	29,915 -25,222	-46%	-$388K	0.05%	174
2017 Q3	$849K	Hold	55,137	–	–	0.1%	117
2017 Q2	$835K	Sell	55,137 -7,880	-13%	-$118K	0.1%	119
2017 Q1	$921K	Sell	63,017 -1,925	-3%	-$27.9K	0.12%	109
2016 Q4	$939K	Sell	64,942 -2,156	-3%	-$31.6K	0.13%	103
2016 Q3	$1.08M	Sell	67,098 -6,257	-9%	-$101K	0.2%	77
2016 Q2	$1.19M	Buy	+73,355	New	+$1.15M	0.33%	64

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

Sequoia Financial Advisors's NVG Position: Q2 2026 in Review

Sequoia Financial Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 13,951 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Sequoia Financial Advisors first reported a position in NVG in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.19M in Q2 2016. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Sequoia Financial Advisors held 13,951 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $179K as of Q2 2026.
Sequoia Financial 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 ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2011 holding.
Sequoia Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and has held it in 25 quarters since.
Sequoia Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.19M in Q2 2016.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.