World Equity Group
NVG icon

World Equity Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

World Equity 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
Q3 		$281K Buy
26,505
+3,255
+14% +$39.5K 0.12% 184
2026
Q2 		$298K Sell
23,250
-200
-0.9% -$2.52K 0.07% 308
2026
Q1 		$289K Buy
23,450
+5,750
+32% +$73.8K 0.07% 292
2025
Q4 		$224K Buy
17,700
+390
+2% +$4.89K 0.06% 306
2025
Q3 		$213K Buy
17,310
+1,110
+7% +$13.2K 0.05% 327
2025
Q2 		$193K Buy
16,200
+1,290
+9% +$15.3K 0.05% 309
2025
Q1 		$185K Sell
14,910
-8,690
-37% -$109K 0.05% 292
2024
Q4 		$289K Buy
+23,600
New +$304K 0.06% 275

Other funds holding NVG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

World Equity Group's NVG Position: Q3 2026 in Review

World Equity Group increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 14% in Q3 2026, buying an estimated $39.5K and bringing the position to 26,505 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #184.

World Equity Group first reported a position in NVG in Q4 2024 and has held it in 8 quarters since. The position peaked at $298K in Q2 2026. 61 funds tracked by Wall St. Rank hold NVG as of Q3 2026.

  • World Equity Group held 26,505 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $281K as of Q3 2026.
  • World Equity Group bought 3,255 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2026, an estimated $39.5K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.12% of World Equity Group's portfolio in Q3 2026, its #184 holding.
  • World Equity Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 8 quarters since.
  • World Equity Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $298K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.