Concurrent Investment Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Concurrent Investment Advisors’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	$176K	Buy	13,908 +20	+0.1%	+$251	﹤0.01%	1967
2026 Q1	$169K	Buy	13,888 +2,221	+19%	+$28K	﹤0.01%	1769
2025 Q4	$147K	Buy	11,667 +51	+0.4%	+$642	﹤0.01%	1674
2025 Q3	$146K	Sell	11,616 -980	-8%	-$11.8K	﹤0.01%	1394
2025 Q2	$150K	Buy	12,596 +2,520	+25%	+$29.8K	﹤0.01%	1305
2025 Q1	$123K	Buy	+10,076	New	+$125K	﹤0.01%	1173
2024 Q3	–	Sell	-10,835	Closed	-$134K	–	1129
2024 Q2	$134K	Sell	10,835 -795	-7%	-$9.55K	﹤0.01%	916
2024 Q1	$142K	Buy	11,630 +3	+0%	+$36	0.01%	838
2023 Q4	$137K	Buy	+11,627	New	+$128K	0.01%	805

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

Concurrent Investment Advisors's NZF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Municipal Credit Income Fund (NZF) stake by 0.14% in Q2 2026, buying an estimated $251 and bringing the position to 13,908 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Concurrent Investment Advisors first reported a position in NZF in Q4 2023 and has held it in 9 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Concurrent Investment Advisors held 13,908 shares of Nuveen Municipal Credit Income Fund worth $176K as of Q2 2026.
Concurrent Investment Advisors bought 20 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $251.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1967 holding.
Concurrent Investment Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2023 and has held it in 9 quarters since.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.