Atala Financial’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Atala Financial’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	–	Sell	-12,080	Closed	-$149K	–	125
2026 Q1	$149K	Sell	12,080 -8,000	-40%	-$101K	0.1%	115
2025 Q4	$253K	Sell	20,080 -5,896	-23%	-$74.2K	0.16%	108
2025 Q3	$326K	Sell	25,976 -52,580	-67%	-$631K	0.2%	92
2025 Q2	$936K	Sell	78,556 -67,031	-46%	-$793K	0.65%	46
2025 Q1	$1.78M	Hold	145,587	–	–	1.3%	24
2024 Q4	$1.77M	Buy	+145,587	New	+$1.85M	1.24%	23

Other funds holding NZF

HWAM

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

MPW

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

Atala Financial's NZF Position: Q2 2026 in Review

Atala Financial sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2026, closing a stake of 12,080 shares — an estimated $149K sold.

Atala Financial first reported a position in NZF in Q4 2024 and held it in 6 quarters. The position peaked at $1.78M in Q1 2025. 69 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Atala Financial reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Atala Financial sold 12,080 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $149K.
Atala Financial first reported a position in Nuveen Municipal Credit Income Fund in Q4 2024 and held it in 6 quarters.
Atala Financial's Nuveen Municipal Credit Income Fund position peaked at $1.78M in Q1 2025.
69 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.