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Capital & Planning LLC’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Capital & Planning LLC’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
Q1 		$119K Buy
+9,783
New +$123K 0.07% 45
2025
Q1 		– Sell
-9,783
Closed -$119K – 130
2024
Q4 		$119K Buy
+9,783
New +$124K 0.09% 38

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Capital & Planning LLC's NZF Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Nuveen Municipal Credit Income Fund (NZF) in Q1 2026: 9,783 shares worth $119K. The stake represents 0.07% of the portfolio and ranks #45 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in NZF as recently as Q4 2024.

Capital & Planning LLC first reported a position in NZF in Q4 2024 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold NZF as of Q1 2026.

  • Capital & Planning LLC held 9,783 shares of Nuveen Municipal Credit Income Fund worth $119K as of Q1 2026.
  • Nuveen Municipal Credit Income Fund was a new Capital & Planning LLC position in Q1 2026.
  • Nuveen Municipal Credit Income Fund made up 0.07% of Capital & Planning LLC's portfolio in Q1 2026, its #45 holding.
  • Capital & Planning LLC first reported a position in Nuveen Municipal Credit Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.