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Bernard Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Bernard Wealth Management’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 		$58.3K Hold
4,600
– – 0.02% 131
2026
Q1 		$56K Hold
4,600
– – 0.02% 123
2025
Q4 		$57.9K Hold
4,600
– – 0.02% 120
2025
Q3 		$57.8K Buy
4,600
+2,100
+84% +$25.2K 0.02% 124
2025
Q2 		$29.8K Buy
+2,500
New +$29.6K 0.01% 155

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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

Bernard Wealth Management's NZF Position: Q2 2026 in Review

Bernard Wealth Management held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q2 2026 at 4,600 shares worth $58.3K. The position accounts for 0.02% of the portfolio, ranked #131.

Bernard Wealth Management first reported a position in NZF in Q2 2025 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

  • Bernard Wealth Management held 4,600 shares of Nuveen Municipal Credit Income Fund worth $58.3K as of Q2 2026.
  • Bernard Wealth Management left its Nuveen Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen Municipal Credit Income Fund made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Bernard Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.