Integrated Wealth Concepts LLC
Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund
CIK 1737109
WALTHAM, MA
Position in NVG
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$521,126
+$40,910 QoQ
Shares Held
40,713
+4.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. NVG ranks #58 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,638,614 | $186,152,325 | |
| 2 | STT |
State Street Corp
|
581,003 | $32,600,460 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
647,375 | $19,531,303 | |
| 4 | BX |
Blackstone Inc.
|
60,802 | $7,154,571 | |
| 5 | BLK |
BlackRock, Inc.
|
16,586 | $4,689,934 | |
| 6 | MAIN |
Main Street Capital CORP
|
90,056 | $4,672,105 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
301,045 | $3,916,595 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
84,650 | $3,405,469 |
All Filings in NVG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,126 | 40,713 | Shares | Sole | 2026-09-09 | |
| 2026-03-31 | $480,216 | 38,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $492,322 | 38,888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $504,246 | 41,029 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $488,354 | 40,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $505,128 | 40,802 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,167 | 41,123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $558,376 | 41,701 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $518,585 | 41,620 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $495,768 | 40,804 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $484,241 | 40,968 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $393,996 | 38,215 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $583,993 | 49,914 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $526,860 | 44,725 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $525,613 | 43,296 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $579,788 | 49,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $660,022 | 50,345 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $733,095 | 49,567 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $888,019 | 49,527 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $843,282 | 49,171 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $234,716 | 13,142 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $221,373 | 13,099 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $219,297 | 13,069 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $203,439 | 12,991 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $197,814 | 12,946 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $189,357 | 12,899 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||