VisionPoint Advisory Group
NVG icon

VisionPoint Advisory Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

VisionPoint Advisory Group’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
Q3 		$250K Buy
23,557
+327
+1% +$3.96K 0.04% 390
2026
Q2 		$297K Buy
23,230
+317
+1% +$3.99K 0.05% 361
2026
Q1 		$283K Buy
22,913
+200
+0.9% +$2.57K 0.05% 346
2025
Q4 		$288K Buy
22,713
+565
+3% +$7.08K 0.06% 313
2025
Q3 		$272K Buy
22,148
+155
+0.7% +$1.84K 0.05% 313
2025
Q2 		$262K Buy
21,993
+5,162
+31% +$61.2K 0.06% 296
2025
Q1 		$208K Buy
16,831
+131
+0.8% +$1.64K 0.07% 193
2024
Q4 		$208K Buy
16,700
+252
+2% +$3.25K 0.07% 180
2024
Q3 		$220K Buy
16,448
+188
+1% +$2.41K 0.07% 164
2024
Q2 		$203K Buy
16,260
+3,102
+24% +$37K 0.07% 165
2024
Q1 		$160K Sell
13,158
-1,311
-9% -$15.6K 0.06% 178
2023
Q4 		$171K Buy
14,469
+86
+0.6% +$934 0.06% 163
2023
Q3 		$148K Sell
14,383
-2,761
-16% -$31.1K 0.06% 160
2023
Q2 		$201K Sell
17,144
-7,575
-31% -$88K 0.08% 128
2023
Q1 		$290K Buy
24,719
+3,796
+18% +$45.6K 0.13% 120
2022
Q4 		$260K Buy
20,923
+6,234
+42% +$73.2K 0.11% 116
2022
Q3 		$171K Hold
14,689
– – 0.08% 91
2022
Q2 		$212K Buy
14,689
+1,423
+11% +$19.3K 0.08% 95
2022
Q1 		$178K Buy
13,266
+57
+0.4% +$897 0.08% 87
2021
Q4 		$209K Buy
13,209
+56
+0.4% +$977 0.09% 96
2021
Q3 		$231K Buy
+13,153
New +$234K 0.1% 94

Other funds holding NVG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

VisionPoint Advisory Group's NVG Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.4% in Q3 2026, buying an estimated $3.96K and bringing the position to 23,557 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #390.

VisionPoint Advisory Group first reported a position in NVG in Q3 2021 and has held it in 21 quarters since. The position peaked at $297K in Q2 2026. 63 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • VisionPoint Advisory Group held 23,557 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $250K as of Q3 2026.
  • VisionPoint Advisory Group bought 327 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $3.96K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #390 holding.
  • VisionPoint Advisory Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2021 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $297K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.