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

Smallwood Wealth Investment 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 Q2	$26.1K	Buy	2,035 +29	+1%	+$365	0.01%	250
2026 Q1	$24.7K	Sell	2,006 -389	-16%	-$5K	0.01%	240
2025 Q4	$30.3K	Buy	2,395 +37	+2%	+$464	0.02%	225
2025 Q3	$29K	Buy	2,358 +29	+1%	+$345	0.01%	233
2025 Q2	$27.8K	Buy	2,329 +28	+1%	+$332	0.02%	226
2025 Q1	$28.5K	Buy	+2,301	New	+$28.8K	0.02%	212

Other funds holding NVG

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

LBWM

Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Smallwood Wealth Investment Management's NVG Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.4% in Q2 2026, buying an estimated $365 and bringing the position to 2,035 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #250.

Smallwood Wealth Investment Management first reported a position in NVG in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.3K in Q4 2025. 112 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Smallwood Wealth Investment Management held 2,035 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $26.1K as of Q2 2026.
Smallwood Wealth Investment Management bought 29 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $365.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #250 holding.
Smallwood Wealth Investment Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $30.3K in Q4 2025.
112 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.