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 Q2	$148K	Sell	11,670 -336	-3%	-$4.22K	﹤0.01%	3142
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cerity Partners's NZF Position: Q2 2026 in Review

Cerity Partners reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 2.8% in Q2 2026, selling an estimated $4.22K and leaving 11,670 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

Cerity Partners first reported a position in NZF in Q3 2022 and has held it in 10 quarters since. The position peaked at $268K in Q4 2025. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Cerity Partners held 11,670 shares of Nuveen Municipal Credit Income Fund worth $148K as of Q2 2026.
Cerity Partners sold 336 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $4.22K.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3142 holding.
Cerity Partners first reported a position in Nuveen Municipal Credit Income Fund in Q3 2022 and has held it in 10 quarters since.
Cerity Partners's Nuveen Municipal Credit Income Fund position peaked at $268K in Q4 2025.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.