Summit Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Summit Financial’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	$806K	Sell	62,668 -3,126	-5%	-$39.4K	0.01%	913
2026 Q1	$816K	Buy	65,794 +1,459	+2%	+$18.7K	0.01%	843
2025 Q4	$814K	Buy	64,335 +3,039	+5%	+$38.1K	0.01%	730
2025 Q3	$753K	Sell	61,296 -2,835	-4%	-$33.7K	0.01%	739
2025 Q2	$769K	Buy	64,131 +18,068	+39%	+$214K	0.02%	470
2025 Q1	$570K	Buy	46,063 +1,375	+3%	+$17.2K	0.02%	486
2024 Q4	$548K	Sell	44,688 -2,094	-4%	-$27K	0.02%	430
2024 Q3	$630K	Buy	46,782 +2,196	+5%	+$28.2K	0.02%	336
2024 Q2	$559K	Buy	44,586 +23,550	+112%	+$281K	0.03%	308
2024 Q1	$257K	Buy	+21,036	New	+$250K	0.02%	340

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

Summit Financial's NVG Position: Q2 2026 in Review

Summit Financial reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 4.8% in Q2 2026, selling an estimated $39.4K and leaving 62,668 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #913.

Summit Financial first reported a position in NVG in Q1 2024 and has held it in 10 quarters since. The position peaked at $816K in Q1 2026. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Summit Financial held 62,668 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $806K as of Q2 2026.
Summit Financial sold 3,126 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $39.4K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #913 holding.
Summit Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and has held it in 10 quarters since.
Summit Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $816K in Q1 2026.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.