AWM
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AE Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

AE Wealth Management’s Portfolio NZF Stock Details NZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,592
Closed -$378K – 1719
2023
Q4 		$378K Buy
32,592
+10,848
+50% +$119K ﹤0.01% 1595
2023
Q3 		$227K Sell
21,744
-8,031
-27% -$90.9K ﹤0.01% 1734
2023
Q2 		$347K Sell
29,775
-2,114
-7% -$24.5K ﹤0.01% 1551
2023
Q1 		$381K Buy
31,889
+823
+3% +$9.86K ﹤0.01% 1455
2022
Q4 		$375K Sell
31,066
-2,828
-8% -$32.7K ﹤0.01% 1408
2022
Q3 		$385K Buy
33,894
+18,981
+127% +$245K ﹤0.01% 1373
2022
Q2 		$187K Buy
+14,913
New +$194K ﹤0.01% 1606
2021
Q4 		– Sell
-10,845
Closed -$181K – 1759
2021
Q3 		$181K Buy
+10,845
New +$188K ﹤0.01% 1535

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RCM
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SCM
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Bank of America
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Wells Fargo
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VanEck Associates
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LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return