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

Sonora Investment Management 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
2025 Q3	$532K	Hold	43,279	–	–	0.04%	161
2025 Q2	$516K	Hold	43,279	–	–	0.04%	168
2025 Q1	$536K	Hold	43,279	–	–	0.04%	162
2024 Q4	$531K	Hold	43,279	–	–	0.04%	164
2024 Q3	$580K	Hold	43,279	–	–	0.04%	161
2024 Q2	$526K	Hold	43,279	–	–	0.04%	172
2024 Q1	$526K	Hold	43,279	–	–	0.04%	172
2023 Q4	$512K	Buy	+43,279	New	+$470K	0.04%	166

Other funds holding NVG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sonora Investment Management Group's NVG Position: Q3 2025 in Review

Sonora Investment Management Group held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q3 2025 at 43,279 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #161.

Sonora Investment Management Group first reported a position in NVG in Q4 2023 and has held it in 8 quarters since. The position peaked at $580K in Q3 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2025.

Sonora Investment Management Group held 43,279 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $532K as of Q3 2025.
Sonora Investment Management Group left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q3 2025.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #161 holding.
Sonora Investment Management Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and has held it in 8 quarters since.
Sonora Investment Management Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $580K in Q3 2024.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.