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SHP Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

SHP Wealth Management’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
Q1 		$4.25K Hold
345
– – ﹤0.01% 1110
2025
Q4 		$4.37K Buy
+345
New +$4.32K ﹤0.01% 1010

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SHP Wealth Management's NVG Position: Q1 2026 in Review

SHP Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q1 2026 at 345 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

SHP Wealth Management first reported a position in NVG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • SHP Wealth Management held 345 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $4.25K as of Q1 2026.
  • SHP Wealth Management left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q1 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1110 holding.
  • SHP Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.37K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.