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Wealth Management Associates’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Wealth Management Associates’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 		$173K Hold
13,488
– – 0.05% 250
2026
Q1 		$166K Sell
13,488
-288
-2% -$3.7K 0.06% 230
2025
Q4 		$174K Hold
13,776
– – 0.06% 228
2025
Q3 		$169K Hold
13,776
– – 0.06% 223
2025
Q2 		$164K Sell
13,776
-289
-2% -$3.42K 0.06% 210
2025
Q1 		$174K Sell
14,065
-289
-2% -$3.62K 0.07% 202
2024
Q4 		$176K Hold
14,354
– – 0.08% 201
2024
Q3 		$192K Buy
14,354
+866
+6% +$11.1K 0.08% 199
2024
Q2 		$168K Hold
13,488
– – 0.08% 195
2024
Q1 		$168K Hold
13,488
– – 0.08% 195
2023
Q4 		$159K Sell
13,488
-825
-6% -$8.96K 0.08% 191
2023
Q3 		$148K Sell
14,313
-1,000
-7% -$11.3K 0.09% 181
2023
Q2 		$179K Sell
15,313
-1,388
-8% -$16.1K 0.1% 181
2023
Q1 		$197K Hold
16,701
– – 0.12% 184
2022
Q4 		$203K Buy
16,701
+35
+0.2% +$411 0.14% 176
2022
Q3 		$194K Sell
16,666
-5,795
-26% -$78.9K 0.14% 165
2022
Q2 		$294K Sell
22,461
-750
-3% -$10.2K 0.2% 129
2022
Q1 		$343K Hold
23,211
– – 0.19% 133
2021
Q4 		$416K Buy
23,211
+7,391
+47% +$129K 0.22% 119
2021
Q3 		$271K Buy
15,820
+50
+0.3% +$889 0.16% 146
2021
Q2 		$282K Buy
15,770
+52
+0.3% +$902 0.16% 148
2021
Q1 		$266K Buy
15,718
+35
+0.2% +$584 0.17% 142
2020
Q4 		$263K Sell
15,683
-55
-0.3% -$885 0.17% 138
2020
Q3 		$246K Buy
15,738
+1,941
+14% +$30.4K 0.19% 130
2020
Q2 		$211K Buy
13,797
+56
+0.4% +$822 0.18% 136
2020
Q1 		$202K Sell
13,741
-64
-0.5% -$1.03K 0.2% 115
2019
Q4 		$230K Sell
13,805
-127
-0.9% -$2.09K 0.16% 135
2019
Q3 		$233K Buy
13,932
+1,010
+8% +$16.6K 0.19% 127
2019
Q2 		$205K Buy
12,922
+879
+7% +$13.7K 0.2% 94
2019
Q1 		$182K Buy
12,043
+35
+0.3% +$509 0.2% 92
2018
Q4 		$168K Buy
+12,008
New +$165K 0.23% 84

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 Management Associates's NVG Position: Q2 2026 in Review

Wealth Management Associates held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 13,488 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #250.

Wealth Management Associates first reported a position in NVG in Q4 2018 and has held it in 31 quarters since. The position peaked at $416K in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Wealth Management Associates held 13,488 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $173K as of Q2 2026.
  • Wealth Management Associates left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.05% of Wealth Management Associates's portfolio in Q2 2026, its #250 holding.
  • Wealth Management Associates first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $416K 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 Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.