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Vericrest Private Wealth’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Vericrest Private Wealth’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
-13,697
Closed -$173K – 45
2025
Q4 		$173K Buy
+13,697
New +$172K 0.15% 46

Other funds holding NVG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vericrest Private Wealth's NVG Position: Q1 2026 in Review

Vericrest Private Wealth sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 13,697 shares — an estimated $173K sold.

Vericrest Private Wealth first reported a position in NVG in Q4 2025 and held it in 1 quarter. The position peaked at $173K in Q4 2025. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Vericrest Private Wealth reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Vericrest Private Wealth sold 13,697 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $173K.
  • Vericrest Private Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2025 and held it in 1 quarter.
  • Vericrest Private Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $173K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.