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Visionary Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Visionary 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
2025
Q1 		– Sell
-39,050
Closed -$479K – 553
2024
Q4 		$479K Buy
39,050
+736
+2% +$9.48K 0.03% 360
2024
Q3 		$513K Buy
38,314
+537
+1% +$6.89K 0.03% 341
2024
Q2 		$471K Buy
37,777
+2,237
+6% +$26.7K 0.03% 337
2024
Q1 		$432K Buy
35,540
+1,210
+4% +$14.4K 0.03% 347
2023
Q4 		$406K Sell
34,330
-479
-1% -$5.2K 0.03% 351
2023
Q3 		$359K Buy
34,809
+17,531
+101% +$198K 0.03% 344
2023
Q2 		$202K Buy
17,278
+627
+4% +$7.29K 0.02% 435
2023
Q1 		$196K Sell
16,651
-112
-0.7% -$1.34K 0.02% 425
2022
Q4 		$204K Buy
16,763
+3,015
+22% +$35.4K 0.02% 392
2022
Q3 		$160K Buy
13,748
+1,086
+9% +$14.8K 0.02% 375
2022
Q2 		$166K Buy
12,662
+668
+6% +$9.05K 0.01% 402
2022
Q1 		$177K Sell
11,994
-2,025
-14% -$31.9K 0.01% 410
2021
Q4 		$251K Buy
14,019
+3,696
+36% +$64.5K 0.02% 328
2021
Q3 		$177K Buy
+10,323
New +$184K 0.02% 295
2020
Q1 		– Sell
-14,774
Closed -$246K – 220
2019
Q4 		$246K Buy
+14,774
New +$243K 0.04% 185

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Visionary Wealth Advisors's NVG Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 39,050 shares — an estimated $479K sold.

Visionary Wealth Advisors first reported a position in NVG in Q4 2019 and held it in 15 quarters. The position peaked at $513K in Q3 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 39,050 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $479K.
  • Visionary Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 15 quarters.
  • Visionary Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $513K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.