AssetMark Inc’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

AssetMark Inc’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
2026 Q2	$1.67K	Sell	132 -17	-11%	-$213	﹤0.01%	3015
2026 Q1	$1.81K	Sell	149 -1,783	-92%	-$22.5K	﹤0.01%	2885
2025 Q4	$24.3K	Hold	1,932	–	–	﹤0.01%	1940
2025 Q3	$24.3K	Buy	1,932 +1,750	+962%	+$21K	﹤0.01%	1864
2025 Q2	$2.17K	Buy	+182	New	+$2.15K	﹤0.01%	2406
2022 Q2	–	Sell	-1,776	Closed	-$26K	–	1623
2022 Q1	$26K	Hold	1,776	–	–	﹤0.01%	1034
2021 Q4	$30K	Buy	+1,776	New	+$30K	﹤0.01%	1006

Other funds holding NZF

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

AssetMark Inc's NZF Position: Q2 2026 in Review

AssetMark Inc reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 11% in Q2 2026, selling an estimated $213 and leaving 132 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

AssetMark Inc first reported a position in NZF in Q4 2021 and has held it in 7 quarters since. The position peaked at $30K in Q4 2021. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

AssetMark Inc held 132 shares of Nuveen Municipal Credit Income Fund worth $1.67K as of Q2 2026.
AssetMark Inc sold 17 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $213.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3015 holding.
AssetMark Inc first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and has held it in 7 quarters since.
AssetMark Inc's Nuveen Municipal Credit Income Fund position peaked at $30K in Q4 2021.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.