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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
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

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $105M AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return