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Wealth Dimensions Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Wealth Dimensions 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
Q2 		$223K Sell
17,395
-400
-2% -$5.04K 0.04% 166
2026
Q1 		$219K Sell
17,795
-500
-3% -$6.42K 0.04% 161
2025
Q4 		$232K Hold
18,295
– – 0.05% 151
2025
Q3 		$225K Hold
18,295
– – 0.05% 162
2025
Q2 		$218K Sell
18,295
-6,000
-25% -$71.1K 0.05% 157
2025
Q1 		$301K Hold
24,295
– – 0.07% 128
2024
Q4 		$298K Hold
24,295
– – 0.07% 121
2024
Q3 		$325K Hold
24,295
– – 0.08% 110
2024
Q2 		$303K Sell
24,295
-5,700
-19% -$68K 0.09% 110
2024
Q1 		$364K Sell
29,995
-800
-3% -$9.51K 0.11% 100
2023
Q4 		$364K Hold
30,795
– – 0.12% 99
2023
Q3 		$317K Sell
30,795
-800
-3% -$9.02K 0.12% 101
2023
Q2 		$370K Hold
31,595
– – 0.13% 94
2023
Q1 		$372K Hold
31,595
– – 0.14% 94
2022
Q4 		$384K Hold
31,595
– – 0.16% 92
2022
Q3 		$369K Buy
31,595
+54
+0.2% +$735 0.18% 83
2022
Q2 		$413K Buy
31,541
+78
+0.2% +$1.06K 0.2% 78
2022
Q1 		$465K Buy
31,463
+48
+0.2% +$755 0.22% 81
2021
Q4 		$563K Buy
31,415
+94
+0.3% +$1.64K 0.28% 63
2021
Q3 		$537K Hold
31,321
– – 0.34% 58
2021
Q2 		$559K Hold
31,321
– – 0.38% 50
2021
Q1 		$529K Hold
31,321
– – 0.41% 51
2020
Q4 		$526K Buy
+31,321
New +$504K 0.45% 42

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Wealth Dimensions Group's NVG Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 2.2% in Q2 2026, selling an estimated $5.04K and leaving 17,395 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #166.

Wealth Dimensions Group first reported a position in NVG in Q4 2020 and has held it in 23 quarters since. The position peaked at $563K in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Wealth Dimensions Group held 17,395 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $223K as of Q2 2026.
  • Wealth Dimensions Group sold 400 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $5.04K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #166 holding.
  • Wealth Dimensions Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $563K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.