Atria Wealth Solutions’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-11,726	Closed	-$143K	–	2019
2024 Q4	$143K	Sell	11,726 -176,702	-94%	-$2.24M	﹤0.01%	1873
2024 Q3	$2.48M	Buy	+188,428	New	+$2.39M	0.03%	554
2024 Q2	–	Sell	-22,910	Closed	-$280K	–	2026
2024 Q1	$280K	Buy	22,910 +121	+0.5%	+$1.44K	﹤0.01%	1601
2023 Q4	$269K	Buy	22,789 +253	+1%	+$2.78K	﹤0.01%	1572
2023 Q3	$235K	Buy	22,536 +1,085	+5%	+$12.3K	﹤0.01%	1578
2023 Q2	$250K	Buy	+21,451	New	+$249K	﹤0.01%	1551

Other funds holding NZF

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

RCM

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

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

HWAM

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

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

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

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

Atria Wealth Solutions's NZF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2025, closing a stake of 11,726 shares — an estimated $143K sold.

Atria Wealth Solutions first reported a position in NZF in Q2 2023 and held it in 6 quarters. The position peaked at $2.48M in Q3 2024. 242 funds tracked by Wall St. Rank hold NZF as of Q1 2025.

Atria Wealth Solutions reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,726 Nuveen Municipal Credit Income Fund shares in Q1 2025, an estimated $143K.
Atria Wealth Solutions first reported a position in Nuveen Municipal Credit Income Fund in Q2 2023 and held it in 6 quarters.
Atria Wealth Solutions's Nuveen Municipal Credit Income Fund position peaked at $2.48M in Q3 2024.
242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.