Whipplewood Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Whipplewood Advisors’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	$961K	Buy	75,042 +2,088	+3%	+$26.3K	0.65%	41
2026 Q1	$900K	Sell	72,954 -1,835	-2%	-$23.6K	0.47%	59
2025 Q4	$947K	Buy	74,789 +350	+0.5%	+$4.39K	0.61%	55
2025 Q3	$915K	Buy	74,439 +4,978	+7%	+$59.2K	0.6%	55
2025 Q2	$829K	Buy	69,461 +69,400	+113,770%	+$822K	0.46%	60
2025 Q1	$848K	Sell	61 -68,882	-100%	-$863K	0.5%	53
2024 Q4	$845K	Buy	+68,943	New	+$888K	0.48%	55

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Whipplewood Advisors's NVG Position: Q2 2026 in Review

Whipplewood Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 2.9% in Q2 2026, buying an estimated $26.3K and bringing the position to 75,042 shares worth $961K. The position accounts for 0.65% of the portfolio, ranked #41.

Whipplewood Advisors first reported a position in NVG in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

Whipplewood Advisors held 75,042 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $961K as of Q2 2026.
Whipplewood Advisors bought 2,088 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $26.3K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.65% of Whipplewood Advisors's portfolio in Q2 2026, its #41 holding.
Whipplewood Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.