SFG
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Strive Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Strive Financial 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
2026
Q1 		– Sell
-265
Closed -$3.35K – 822
2025
Q4 		$3.35K Buy
+265
New +$3.32K ﹤0.01% 519

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $164B AUM 112.45% 1-Year Est. Return

Strive Financial Group's NVG Position: Q1 2026 in Review

Strive Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 265 shares — an estimated $3.35K sold.

Strive Financial Group first reported a position in NVG in Q4 2025 and held it in 1 quarter. The position peaked at $3.35K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Strive Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 265 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $3.35K.
  • Strive Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.35K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.