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

Wealth Advisors of Tampa Bay’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	$1.35M	Hold	109,152	–	–	0.45%	59
2025 Q4	$1.38M	Sell	109,152 -6,100	-5%	-$76.5K	0.48%	54
2025 Q3	$1.42M	Hold	115,252	–	–	0.47%	56
2025 Q2	$1.37M	Hold	115,252	–	–	0.52%	56
2025 Q1	$1.43M	Hold	115,252	–	–	0.58%	52
2024 Q4	$1.41M	Sell	115,252 -477	-0.4%	-$6.15K	0.61%	51
2024 Q3	$1.55M	Hold	115,729	–	–	0.65%	50
2024 Q2	$1.44M	Hold	115,729	–	–	0.67%	48
2024 Q1	$1.41M	Buy	115,729 +50,000	+76%	+$594K	0.67%	52
2023 Q4	$777K	Buy	65,729 +18,741	+40%	+$204K	0.39%	63
2023 Q3	$484K	Buy	46,988 +23,494	+100%	+$265K	0.13%	68
2023 Q2	$275K	Hold	23,494	–	–	0.15%	66
2023 Q1	$277K	Sell	23,494 -750	-3%	-$9.01K	0.16%	64
2022 Q4	$294K	Buy	24,244 +2,520	+12%	+$29.6K	0.18%	62
2022 Q3	$254K	Sell	21,724 -19,724	-48%	-$269K	0.17%	68
2022 Q2	$543K	Sell	41,448 -149,536	-78%	-$2.03M	0.17%	67
2022 Q1	$2.82M	Sell	190,984 -114,652	-38%	-$1.8M	0.76%	50
2021 Q4	$5.48M	Buy	305,636 +149,163	+95%	+$2.6M	1.34%	35
2021 Q3	$2.68M	Buy	156,473 +1,564	+1%	+$27.8K	1.48%	35
2021 Q2	$2.77M	Hold	154,909	–	–	1.54%	29
2021 Q1	$2.62M	Buy	154,909 +17,550	+13%	+$293K	1.55%	29
2020 Q4	$2.31M	Hold	137,359	–	–	1.61%	29
2020 Q3	$2.15M	Buy	137,359 +17,465	+15%	+$274K	1.6%	26
2020 Q2	$1.83M	Buy	119,894 +96,725	+417%	+$1.42M	1.53%	32
2020 Q1	$340K	Hold	23,169	–	–	0.38%	57
2019 Q4	$386K	Hold	23,169	–	–	0.36%	55
2019 Q3	$388K	Hold	23,169	–	–	0.32%	61
2019 Q2	$368K	Hold	23,169	–	–	0.27%	63
2019 Q1	$350K	Hold	23,169	–	–	0.25%	59
2018 Q4	$324K	Sell	23,169 -2,070	-8%	-$28.4K	0.26%	59
2018 Q3	$367K	Hold	25,239	–	–	0.26%	56
2018 Q2	$369K	Hold	25,239	–	–	0.28%	56
2018 Q1	$366K	Hold	25,239	–	–	0.26%	58
2017 Q4	$395K	Buy	+25,239	New	+$389K	0.27%	58

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

Wealth Advisors of Tampa Bay's NVG Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q1 2026 at 109,152 shares worth $1.35M. The position accounts for 0.45% of the portfolio, ranked #59.

Wealth Advisors of Tampa Bay first reported a position in NVG in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.48M in Q4 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Wealth Advisors of Tampa Bay held 109,152 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.35M as of Q1 2026.
Wealth Advisors of Tampa Bay left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.45% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #59 holding.
Wealth Advisors of Tampa Bay first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and has held it in 34 quarters since.
Wealth Advisors of Tampa Bay's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $5.48M in Q4 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.