Cerity Partners’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Cerity Partners’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	$146K	Sell	12,006 -9,283	-44%	-$117K	﹤0.01%	2959
2025 Q4	$268K	Buy	+21,289	New	+$268K	﹤0.01%	2470
2025 Q1	–	Sell	-11,061	Closed	-$135K	–	2576
2024 Q4	$135K	Sell	11,061 -409	-4%	-$5.19K	﹤0.01%	2302
2024 Q3	$150K	Buy	+11,470	New	+$146K	﹤0.01%	2371
2024 Q2	–	Sell	-17,006	Closed	-$209K	–	2348
2024 Q1	$209K	Buy	+17,006	New	+$203K	﹤0.01%	2090
2023 Q3	–	Sell	-20,416	Closed	-$239K	–	1616
2023 Q2	$239K	Hold	20,416	–	–	﹤0.01%	1458
2023 Q1	$242K	Buy	20,416 +1,117	+6%	+$13.4K	﹤0.01%	1639
2022 Q4	$233K	Buy	19,299 +5,707	+42%	+$66.1K	﹤0.01%	1255
2022 Q3	$155K	Buy	+13,592	New	+$175K	﹤0.01%	1085

Other funds holding NZF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cerity Partners's NZF Position: Q1 2026 in Review

Cerity Partners reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 44% in Q1 2026, selling an estimated $117K and leaving 12,006 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

Cerity Partners first reported a position in NZF in Q3 2022 and has held it in 9 quarters since. The position peaked at $268K in Q4 2025. 232 funds tracked by Wall St. Rank hold NZF as of Q1 2026.

Cerity Partners held 12,006 shares of Nuveen Municipal Credit Income Fund worth $146K as of Q1 2026.
Cerity Partners sold 9,283 Nuveen Municipal Credit Income Fund shares in Q1 2026, an estimated $117K.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2959 holding.
Cerity Partners first reported a position in Nuveen Municipal Credit Income Fund in Q3 2022 and has held it in 9 quarters since.
Cerity Partners's Nuveen Municipal Credit Income Fund position peaked at $268K in Q4 2025.
232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.