Steward Partners Investment Advisory’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Steward Partners Investment Advisory’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	$440K	Buy	34,392 +180	+0.5%	+$2.27K	﹤0.01%	1765
2026 Q1	$422K	Buy	34,212 +113	+0.3%	+$1.45K	﹤0.01%	1602
2025 Q4	$432K	Buy	34,099 +331	+1%	+$4.15K	﹤0.01%	1510
2025 Q3	$415K	Sell	33,768 -5,611	-14%	-$66.7K	﹤0.01%	1476
2025 Q2	$470K	Sell	39,379 -53,581	-58%	-$635K	﹤0.01%	1330
2025 Q1	$1.15M	Buy	92,960 +107	+0.1%	+$1.34K	0.01%	865
2024 Q4	$1.14M	Buy	92,853 +15,200	+20%	+$196K	0.01%	828
2024 Q3	$1.04M	Buy	77,653 +45,519	+142%	+$584K	0.01%	833
2024 Q2	$400K	Buy	32,134 +6,594	+26%	+$78.7K	﹤0.01%	1158
2024 Q1	$310K	Sell	25,540 -251	-1%	-$2.98K	﹤0.01%	1244
2023 Q4	$305K	Sell	25,791 -71,272	-73%	-$774K	﹤0.01%	1210
2023 Q3	$1M	Buy	97,063 +72,376	+293%	+$816K	0.02%	675
2023 Q2	$289K	Hold	24,687	–	–	﹤0.01%	1139
2023 Q1	$291K	Sell	24,687 -16,596	-40%	-$199K	﹤0.01%	1125
2022 Q4	$501K	Sell	41,283 -92,981	-69%	-$1.09M	0.01%	905
2022 Q3	$1.57M	Buy	134,264 +84,110	+168%	+$1.15M	0.03%	498
2022 Q2	$658K	Sell	50,154 -2,477	-5%	-$33.6K	0.01%	767
2022 Q1	$778K	Buy	52,631 +4,281	+9%	+$67.3K	0.01%	769
2021 Q4	$867K	Buy	48,350 +2,656	+6%	+$46.3K	0.01%	752
2021 Q3	$784K	Buy	45,694 +1,320	+3%	+$23.5K	0.01%	742
2021 Q2	$793K	Sell	44,374 -6,918	-13%	-$120K	0.01%	763
2021 Q1	$867K	Buy	51,292 +16,248	+46%	+$271K	0.02%	694
2020 Q4	$588K	Buy	35,044 +739	+2%	+$11.9K	0.01%	711
2020 Q3	$537K	Sell	34,305 -1,167	-3%	-$18.3K	0.01%	647
2020 Q2	$542K	Buy	35,472 +114	+0.3%	+$1.67K	0.02%	604
2020 Q1	$519K	Buy	35,358 +564	+2%	+$9.1K	0.02%	553
2019 Q4	$580K	Buy	34,794 +6,068	+21%	+$99.8K	0.02%	589
2019 Q3	$480K	Buy	28,726 +22,929	+396%	+$376K	0.02%	594
2019 Q2	$91K	Buy	+5,797	New	+$90K	﹤0.01%	1091
2018 Q4	–	Sell	-5,796	Closed	-$84K	–	1679
2018 Q3	$84K	Hold	5,796	–	–	﹤0.01%	986
2018 Q2	$85K	Hold	5,796	–	–	0.01%	898
2018 Q1	$84K	Hold	5,796	–	–	0.01%	825
2017 Q4	$89K	Sell	5,796 -1,925	-25%	-$29.6K	0.01%	661
2017 Q3	$118K	Buy	7,721 +5,021	+186%	+$77.6K	0.01%	513
2017 Q2	$40K	Buy	+2,700	New	+$40.4K	﹤0.01%	678

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

Steward Partners Investment Advisory's NVG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.53% in Q2 2026, buying an estimated $2.27K and bringing the position to 34,392 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Steward Partners Investment Advisory first reported a position in NVG in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.57M in Q3 2022. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Steward Partners Investment Advisory held 34,392 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $440K as of Q2 2026.
Steward Partners Investment Advisory bought 180 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $2.27K.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1765 holding.
Steward Partners Investment Advisory first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2017 and has held it in 35 quarters since.
Steward Partners Investment Advisory's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.57M in Q3 2022.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.