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

Spire 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 Q2	$294K	Buy	23,000 +2,000	+10%	+$25.2K	0.01%	674
2026 Q1	$259K	Buy	21,000 +1,000	+5%	+$12.8K	0.01%	705
2025 Q4	$253K	Buy	20,000 +3,500	+21%	+$43.9K	0.01%	732
2025 Q3	$203K	Buy	16,500 +4,500	+38%	+$53.5K	0.01%	781
2025 Q2	$143K	Buy	12,000 +1,000	+9%	+$11.8K	0.01%	855
2025 Q1	$136K	Sell	11,000 -4,000	-27%	-$50.1K	﹤0.01%	930
2024 Q4	$184K	Buy	+15,000	New	+$193K	0.01%	847
2022 Q2	–	Sell	-22,549	Closed	-$334K	–	2785
2022 Q1	$334K	Buy	22,549 +2	+0%	+$31	0.01%	693
2021 Q4	$404K	Buy	22,547 +5	+0%	+$87	0.01%	776
2021 Q3	$387K	Buy	22,542 +2	+0%	+$36	0.01%	677
2021 Q2	$403K	Sell	22,540 -189	-0.8%	-$3.28K	0.01%	680
2021 Q1	$384K	Buy	+22,729	New	+$379K	0.01%	762

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

Spire Wealth Management's NVG Position: Q2 2026 in Review

Spire Wealth Management increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 9.5% in Q2 2026, buying an estimated $25.2K and bringing the position to 23,000 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #674.

Spire Wealth Management first reported a position in NVG in Q1 2021 and has held it in 12 quarters since. The position peaked at $404K in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Spire Wealth Management held 23,000 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $294K as of Q2 2026.
Spire Wealth Management bought 2,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $25.2K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #674 holding.
Spire Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $404K in Q4 2021.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.