U.S. Capital Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-16,187	Closed	-$205K	–	1062
2025 Q4	$205K	Sell	16,187 -251	-2%	-$3.15K	0.01%	923
2025 Q3	$202K	Buy	16,438 +5	+0%	+$59	0.01%	894
2025 Q2	$196K	Buy	+16,433	New	+$195K	0.01%	840
2022 Q2	–	Sell	-10,209	Closed	-$151K	–	715
2022 Q1	$151K	Sell	10,209 -1,211	-11%	-$19K	0.01%	680
2021 Q4	$205K	Hold	11,420	–	–	0.01%	680
2021 Q3	$196K	Buy	+11,420	New	+$203K	0.01%	686

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's NVG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 16,187 shares — an estimated $205K sold.

U.S. Capital Wealth Advisors first reported a position in NVG in Q3 2021 and held it in 6 quarters. The position peaked at $205K in Q4 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 16,187 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $205K.
U.S. Capital Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $205K in Q4 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.