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 Q3	$390	Sell	36 -96	-73%	-$1.16K	﹤0.01%	3473
2026 Q2	$1.67K	Sell	132 -17	-11%	-$213	﹤0.01%	3015
2026 Q1	$1.82K	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

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Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return

AssetMark Inc's NZF Position: Q3 2026 in Review

AssetMark Inc reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 73% in Q3 2026, selling an estimated $1.16K and leaving 36 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

AssetMark Inc first reported a position in NZF in Q4 2021 and has held it in 8 quarters since. The position peaked at $30K in Q4 2021. 142 funds tracked by Wall St. Rank hold NZF as of Q3 2026.

AssetMark Inc held 36 shares of Nuveen Municipal Credit Income Fund worth $390 as of Q3 2026.
AssetMark Inc sold 96 Nuveen Municipal Credit Income Fund shares in Q3 2026, an estimated $1.16K.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3473 holding.
AssetMark Inc first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and has held it in 8 quarters since.
AssetMark Inc's Nuveen Municipal Credit Income Fund position peaked at $30K in Q4 2021.
142 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.