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

Summit Trail Advisors’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 		$1.17M Buy
91,694
+14,914
+19% +$188K 0.01% 913
2026
Q1 		$947K Buy
+76,780
New +$986K 0.01% 957
2023
Q4 		– Sell
-23,193
Closed -$240K – 587
2023
Q3 		$240K Sell
23,193
-6,248
-21% -$70.4K 0.01% 448
2023
Q2 		$346K Buy
29,441
+2,017
+7% +$23.4K 0.01% 344
2023
Q1 		$324K Sell
27,424
-6,867
-20% -$82.5K 0.01% 306
2022
Q4 		$416K Buy
34,291
+20,602
+151% +$242K 0.02% 211
2022
Q3 		$161K Sell
13,689
-430
-3% -$5.86K 0.01% 339
2022
Q2 		$186K Sell
14,119
-4,966
-26% -$67.3K 0.01% 355
2022
Q1 		$284K Sell
19,085
-6,915
-27% -$109K 0.02% 260
2021
Q4 		$466K Sell
26,000
-73,782
-74% -$1.29M 0.03% 179
2021
Q3 		$1.72M Sell
99,782
-70,733
-41% -$1.26M 0.13% 84
2021
Q2 		$3.06M Sell
170,515
-3,061
-2% -$53.1K 0.27% 48
2021
Q1 		$2.94M Buy
173,576
+34,153
+24% +$570K 0.32% 42
2020
Q4 		$2.34M Buy
139,423
+29,466
+27% +$474K 0.3% 40
2020
Q3 		$1.76M Sell
109,957
-3,006
-3% -$47.1K 0.34% 39
2020
Q2 		$1.73M Buy
+112,963
New +$1.66M 0.32% 33

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Summit Trail Advisors's NVG Position: Q2 2026 in Review

Summit Trail Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 19% in Q2 2026, buying an estimated $188K and bringing the position to 91,694 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #913.

Summit Trail Advisors first reported a position in NVG in Q2 2020 and has held it in 16 quarters since. The position peaked at $3.06M in Q2 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Summit Trail Advisors held 91,694 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.17M as of Q2 2026.
  • Summit Trail Advisors bought 14,914 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $188K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #913 holding.
  • Summit Trail Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and has held it in 16 quarters since.
  • Summit Trail Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.06M in Q2 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.