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Compass Financial Group (South Dakota)’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Compass Financial Group (South Dakota)’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 		$2.09M Buy
164,571
+567
+0.3% +$7.11K 0.24% 28
2026
Q1 		$2M Buy
164,004
+1,015
+0.6% +$12.8K 0.28% 26
2025
Q4 		$2.05M Buy
162,989
+2,051
+1% +$25.8K 0.29% 25
2025
Q3 		$2.02M Sell
160,938
-1,267
-0.8% -$15.2K 0.3% 25
2025
Q2 		$1.93M Buy
162,205
+79,818
+97% +$944K 0.32% 25
2025
Q1 		$1.01M Sell
82,387
-7,728
-9% -$96K 0.19% 36
2024
Q4 		$1.1M Buy
90,115
+1,855
+2% +$23.5K 0.21% 34
2024
Q3 		$1.16M Sell
88,260
-824
-0.9% -$10.5K 0.23% 31
2024
Q2 		$1.1M Buy
89,084
+1,056
+1% +$12.7K 0.24% 29
2024
Q1 		$1.08M Sell
88,028
-1,451
-2% -$17.3K 0.25% 31
2023
Q4 		$1.06M Sell
89,479
-1,896
-2% -$20.8K 0.28% 27
2023
Q3 		$953K Buy
91,375
+2,278
+3% +$25.8K 0.29% 26
2023
Q2 		$1.04M Buy
89,097
+889
+1% +$10.3K 0.31% 24
2023
Q1 		$1.05M Buy
88,208
+981
+1% +$11.8K 0.34% 22
2022
Q4 		$1.05M Buy
+87,227
New +$1.01M 0.38% 20

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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

Compass Financial Group (South Dakota)'s NZF Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Nuveen Municipal Credit Income Fund (NZF) stake by 0.35% in Q2 2026, buying an estimated $7.11K and bringing the position to 164,571 shares worth $2.09M. The position accounts for 0.24% of the portfolio, ranked #28.

Compass Financial Group (South Dakota) first reported a position in NZF in Q4 2022 and has held it in 15 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

  • Compass Financial Group (South Dakota) held 164,571 shares of Nuveen Municipal Credit Income Fund worth $2.09M as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 567 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $7.11K.
  • Nuveen Municipal Credit Income Fund made up 0.24% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #28 holding.
  • Compass Financial Group (South Dakota) first reported a position in Nuveen Municipal Credit Income Fund in Q4 2022 and has held it in 15 quarters since.
  • 244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.