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Equibles

AXXCESS WEALTH MANAGEMENT, LLC

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

CIK 1911056 CARLSBAD, CA
Back to NVG Full portfolio

Position in NVG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$726,489
+$8,705 QoQ
Shares Held
56,757
+0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 261 holders
Holding Since
Dec 2023
10 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, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $33,327,442 across 30 Asset Management names. NVG ranks #9 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PDT
John Hancock Premium Dividend Fund
 602,122 $7,797,479
2 PTY
Pimco Corporate & Income Opportunity Fund
 624,690 $7,515,020
3 BLK
BlackRock, Inc.
 4,420 $4,250,095
4 APO
Apollo Global Management, Inc.
 16,220 $1,918,988
5 KKR
KKR & Co. Inc.
 17,791 $1,632,857
6 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 46,420 $1,399,098
7 BX
Blackstone Inc.
 9,316 $1,096,213
8 PHYS
Sprott Physical Gold Trust
 26,980 $813,986

All Filings in NVG

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $726,489 56,757
2025-12-31 $717,784 56,697
2025-09-30 $579,461 47,149
2025-06-30 $442,972 37,131
2025-03-31 $459,248 37,096
2024-12-31 $448,397 36,574
2024-09-30 $502,540 37,531
2024-06-30 $493,739 39,626
2024-03-31 $626,952 51,601
2023-12-31 $625,124 52,887