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

Worthington Financial 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 		$1.25M Sell
97,670
-83
-0.1% -$1.04K 1.04% 33
2026
Q1 		$1.21M Buy
97,753
+543
+0.6% +$6.97K 1.04% 29
2025
Q4 		$1.23M Buy
+97,210
New +$1.22M 1.09% 27

Other funds holding NVG

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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

Worthington Financial Partners's NVG Position: Q2 2026 in Review

Worthington Financial Partners reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.08% in Q2 2026, selling an estimated $1.04K and leaving 97,670 shares worth $1.25M. The position accounts for 1.04% of the portfolio, ranked #33.

Worthington Financial Partners first reported a position in NVG in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Worthington Financial Partners held 97,670 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.25M as of Q2 2026.
  • Worthington Financial Partners sold 83 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $1.04K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 1.04% of Worthington Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Worthington Financial Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.