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Wealthspan Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Wealthspan Partners’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 		$365K Buy
28,503
+125
+0.4% +$1.57K 0.12% 98
2026
Q1 		$350K Buy
28,378
+6,571
+30% +$84.4K 0.12% 94
2025
Q4 		$276K Buy
21,807
+9,937
+84% +$125K 0.1% 107
2025
Q3 		$146K Buy
11,870
+39
+0.3% +$464 0.06% 121
2025
Q2 		$141K Buy
11,831
+37
+0.3% +$438 0.06% 117
2025
Q1 		$146K Buy
11,794
+23
+0.2% +$288 0.07% 110
2024
Q4 		$144K Hold
11,771
– – 0.07% 108
2024
Q3 		$158K Hold
11,771
– – 0.08% 106
2024
Q2 		$147K Buy
+11,771
New +$141K 0.08% 102

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

Wealthspan Partners's NVG Position: Q2 2026 in Review

Wealthspan Partners increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.44% in Q2 2026, buying an estimated $1.57K and bringing the position to 28,503 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #98.

Wealthspan Partners first reported a position in NVG in Q2 2024 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Wealthspan Partners held 28,503 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $365K as of Q2 2026.
  • Wealthspan Partners bought 125 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $1.57K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.12% of Wealthspan Partners's portfolio in Q2 2026, its #98 holding.
  • Wealthspan Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and has held it in 9 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.