Wealth Management Associates, Inc.
Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund
CIK 2067339
Cherry Hill, NJ
Position in NVG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$172,646
+$6,339 QoQ
Shares Held
13,488
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#172
of 260 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $3,693,435 across 7 Asset Management names. NVG ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
75,124 | $2,266,491 | |
| 2 | IVZ |
Invesco Ltd.
|
19,460 | $513,549 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
25,026 | $303,315 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
This page
|
13,488 | $172,646 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
16,065 | $153,742 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,588 | $147,783 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,858 | $135,909 |
All Filings in NVG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,646 | 13,488 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $166,307 | 13,488 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $174,404 | 13,776 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $169,307 | 13,776 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $164,347 | 13,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $174,124 | 14,065 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $175,980 | 14,354 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $192,200 | 14,354 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $168,060 | 13,488 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $163,879 | 13,488 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $159,428 | 13,488 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $147,567 | 14,313 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $179,162 | 15,313 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $196,737 | 16,701 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $202,750 | 16,701 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $194,492 | 16,666 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $294,463 | 22,461 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $343,290 | 23,211 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $416,173 | 23,211 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $271,313 | 15,820 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $281,652 | 15,770 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $265,634 | 15,718 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $263,160 | 15,683 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $246,457 | 15,738 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $210,818 | 13,797 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $201,717 | 13,741 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||