Altus Wealth Group’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Altus Wealth Group’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
2023 Q2	–	Sell	-10,416	Closed	-$124K	–	140
2023 Q1	$124K	Hold	10,416	–	–	0.08%	133
2022 Q4	$126K	Sell	10,416 -3,563	-25%	-$41.2K	0.1%	139
2022 Q3	$234K	Hold	13,979	–	–	0.23%	97
2022 Q2	$234K	Sell	13,979 -135	-1%	-$1.76K	0.23%	97
2022 Q1	$206K	Buy	14,114 +69	+0.5%	+$1.06K	0.17%	107
2021 Q4	$240K	Buy	14,045 +66	+0.5%	+$1.12K	0.2%	101
2021 Q3	$234K	Buy	13,979 +63	+0.5%	+$1.09K	0.23%	97
2021 Q2	$239K	Buy	13,916 +21	+0.2%	+$352	0.23%	94
2021 Q1	$232K	Buy	13,895 +111	+0.8%	+$1.79K	0.23%	92
2020 Q4	$222K	Buy	+13,784	New	+$211K	0.21%	89

Other funds holding NZF

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Altus Wealth Group's NZF Position: Q2 2023 in Review

Altus Wealth Group sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2023, closing a stake of 10,416 shares — an estimated $124K sold.

Altus Wealth Group first reported a position in NZF in Q4 2020 and held it in 10 quarters. The position peaked at $240K in Q4 2021. 242 funds tracked by Wall St. Rank hold NZF as of Q2 2023.

Altus Wealth Group reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Altus Wealth Group sold 10,416 Nuveen Municipal Credit Income Fund shares in Q2 2023, an estimated $124K.
Altus Wealth Group first reported a position in Nuveen Municipal Credit Income Fund in Q4 2020 and held it in 10 quarters.
Altus Wealth Group's Nuveen Municipal Credit Income Fund position peaked at $240K in Q4 2021.
242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2023.

Based on Altus Wealth Group's 13F filing for Q2 2023, filed 3 Aug 2023.