BWM
NMCO icon

Bernard Wealth Management’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Bernard Wealth Management’s Portfolio NMCO Stock Details NMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,200
Closed -$53.2K – 372
2025
Q4 		$53.2K Hold
5,200
– – 0.02% 126
2025
Q3 		$56.5K Buy
5,200
+2,400
+86% +$25.1K 0.02% 125
2025
Q2 		$30K Buy
+2,800
New +$29K 0.01% 152

Other funds holding NMCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bernard Wealth Management's NMCO Position: Q1 2026 in Review

Bernard Wealth Management sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q1 2026, closing a stake of 5,200 shares — an estimated $53.2K sold.

Bernard Wealth Management first reported a position in NMCO in Q2 2025 and held it in 3 quarters. The position peaked at $56.5K in Q3 2025. 60 funds tracked by Wall St. Rank hold NMCO as of Q1 2026.

  • Bernard Wealth Management reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 5,200 Nuveen Municipal Credit Opportunities Fund shares in Q1 2026, an estimated $53.2K.
  • Bernard Wealth Management first reported a position in Nuveen Municipal Credit Opportunities Fund in Q2 2025 and held it in 3 quarters.
  • Bernard Wealth Management's Nuveen Municipal Credit Opportunities Fund position peaked at $56.5K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.