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Carson Advisory’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Carson Advisory’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 		$1.66M Sell
131,159
-3,071
-2% -$38.5K 0.76% 28
2026
Q1 		$1.63M Buy
134,230
+170
+0.1% +$2.14K 0.85% 24
2025
Q4 		$1.69M Sell
134,060
-457
-0.3% -$5.75K 0.88% 24
2025
Q3 		$1.69M Sell
134,517
-2,521
-2% -$30.2K 0.91% 23
2025
Q2 		$1.63M Sell
137,038
-5,693
-4% -$67.3K 1.04% 22
2025
Q1 		$1.75M Sell
142,731
-262
-0.2% -$3.25K 1.18% 22
2024
Q4 		$1.74M Sell
142,993
-8,300
-5% -$105K 1.21% 21
2024
Q3 		$1.98M Sell
151,293
-329
-0.2% -$4.17K 1.24% 18
2024
Q2 		$1.87M Buy
151,622
+539
+0.4% +$6.48K 1.31% 18
2024
Q1 		$1.85M Buy
151,083
+4,450
+3% +$53K 1.3% 18
2023
Q4 		$1.73M Buy
146,633
+8,674
+6% +$95.2K 1.35% 19
2023
Q3 		$1.44M Sell
137,959
-3,412
-2% -$38.6K 1.26% 19
2023
Q2 		$1.65M Buy
+141,371
New +$1.64M 1.39% 13
2023
Q1 		– Sell
-10,554
Closed -$127K – 154
2022
Q4 		$127K Sell
10,554
-2,200
-17% -$25.5K 0.12% 132
2022
Q3 		$145K Hold
12,754
– – 0.16% 120
2022
Q2 		$160K Hold
12,754
– – 0.18% 116
2022
Q1 		$186K Sell
12,754
-340
-3% -$5.25K 0.19% 128
2021
Q4 		$224K Buy
+13,094
New +$221K 0.23% 118

Other funds holding NZF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

Carson Advisory's NZF Position: Q2 2026 in Review

Carson Advisory reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 2.3% in Q2 2026, selling an estimated $38.5K and leaving 131,159 shares worth $1.66M. The position accounts for 0.76% of the portfolio, ranked #28.

Carson Advisory first reported a position in NZF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q3 2024. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

  • Carson Advisory held 131,159 shares of Nuveen Municipal Credit Income Fund worth $1.66M as of Q2 2026.
  • Carson Advisory sold 3,071 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $38.5K.
  • Nuveen Municipal Credit Income Fund made up 0.76% of Carson Advisory's portfolio in Q2 2026, its #28 holding.
  • Carson Advisory first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Nuveen Municipal Credit Income Fund position peaked at $1.98M in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.