Wealth Enhancement Advisory Services
NVG icon

Wealth Enhancement Advisory Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Wealth Enhancement Advisory Services’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 		$884K Sell
70,756
-20,407
-22% -$262K ﹤0.01% 1892
2025
Q4 		$1.15M Buy
91,163
+7,138
+8% +$89.5K ﹤0.01% 1859
2025
Q3 		$1.03M Buy
84,025
+4,598
+6% +$54.7K ﹤0.01% 1841
2025
Q2 		$956K Buy
79,427
+3,115
+4% +$36.9K ﹤0.01% 1779
2025
Q1 		$945K Buy
76,312
+4,426
+6% +$55.5K ﹤0.01% 1626
2024
Q4 		$881K Buy
71,886
+25,623
+55% +$330K ﹤0.01% 1619
2024
Q3 		$619K Buy
46,263
+951
+2% +$12.2K ﹤0.01% 1671
2024
Q2 		$565K Buy
45,312
+418
+0.9% +$4.99K ﹤0.01% 1578
2024
Q1 		$545K Sell
44,894
-8,544
-16% -$102K ﹤0.01% 1532
2023
Q4 		$632K Buy
53,438
+21,170
+66% +$230K ﹤0.01% 1380
2023
Q3 		$333K Buy
+32,268
New +$364K ﹤0.01% 1679

Other funds holding NVG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo San Francisco, California $501B AUM 22.01% 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
AFG
Artesa Financial Group Conroe, Texas $105M AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return