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

Valeo Financial 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
2023 Q2	–	Sell	-17,000	Closed	-$200K	–	656
2023 Q1	$200K	Buy	+17,000	New	+$204K	0.01%	552
2021 Q2	–	Sell	-1,500	Closed	-$25K	–	1366
2021 Q1	$25K	Hold	1,500	–	–	﹤0.01%	1099
2020 Q4	$25K	Hold	1,500	–	–	﹤0.01%	973
2020 Q3	$23K	Hold	1,500	–	–	﹤0.01%	886
2020 Q2	$23K	Buy	+1,500	New	+$22K	﹤0.01%	1010

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Valeo Financial Advisors's NVG Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 17,000 shares — an estimated $200K sold.

Valeo Financial Advisors first reported a position in NVG in Q2 2020 and held it in 5 quarters. The position peaked at $200K in Q1 2023. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

Valeo Financial Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Valeo Financial Advisors sold 17,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $200K.
Valeo Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 5 quarters.
Valeo Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $200K in Q1 2023.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.