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

XML Financial’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	$320K	Sell	25,000 -3,000	-11%	-$37.8K	0.02%	356
2026 Q1	$345K	Buy	28,000 +9,831	+54%	+$126K	0.03%	317
2025 Q4	$230K	Buy	18,169 +1,169	+7%	+$14.7K	0.02%	385
2025 Q3	$209K	Hold	17,000	–	–	0.02%	368
2025 Q2	$203K	Buy	17,000 +3,500	+26%	+$41.5K	0.02%	353
2025 Q1	$167K	Buy	13,500 +1,344	+11%	+$16.8K	0.02%	343
2024 Q4	$149K	Buy	12,156 +1,003	+9%	+$12.9K	0.01%	346
2024 Q3	$149K	Buy	+11,153	New	+$143K	0.01%	337

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

XML Financial's NVG Position: Q2 2026 in Review

XML Financial reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 11% in Q2 2026, selling an estimated $37.8K and leaving 25,000 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #356.

XML Financial first reported a position in NVG in Q3 2024 and has held it in 8 quarters since. The position peaked at $345K in Q1 2026. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

XML Financial held 25,000 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $320K as of Q2 2026.
XML Financial sold 3,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $37.8K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of XML Financial's portfolio in Q2 2026, its #356 holding.
XML Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and has held it in 8 quarters since.
XML Financial's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $345K in Q1 2026.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.