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Equibles

Arkadios Wealth Advisors

Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund

CIK 1800798 ATLANTA, GA
Back to NVG Full portfolio

Position in NVG

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,334,515
+$325,934 QoQ
Shares Held
182,384
+12.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#32
of 261 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $87,428,591 across 57 Asset Management names. NVG ranks #10 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 61,426 $10,417,848
2 BX
Blackstone Inc.
 82,869 $9,751,194
3 CEF
Sprott Physical Gold & Silver Trust
 188,371 $7,578,165
4 BPRE
Bluerock Private Real Estate Fund
 503,296 $6,547,880
5 BLK
BlackRock, Inc.
 6,423 $6,176,099
6 OBDC
Blue Owl Capital Corp
 479,388 $5,210,947
7 BXSL
Blackstone Secured Lending Fund
 143,326 $3,398,259
8 ARCC
Ares Capital Corp
 165,718 $3,070,753

All Filings in NVG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,334,515 182,384
2026-03-31 $2,008,581 162,902
2025-12-31 $1,337,516 105,649
2025-09-30 $1,228,065 99,924
2025-06-30 $1,056,305 88,542
2025-03-31 $877,729 70,899
2024-12-31 $862,294 70,334
2024-09-30 $886,364 66,196
2024-06-30 $619,162 49,692