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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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's NVG Position: Q2 2026 in Review

World Equity Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.85% in Q2 2026, selling an estimated $2.52K and leaving 23,250 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #308.

World Equity Group first reported a position in NVG in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • World Equity Group held 23,250 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $298K as of Q2 2026.
  • World Equity Group sold 200 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $2.52K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.07% of World Equity Group's portfolio in Q2 2026, its #308 holding.
  • World Equity Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.