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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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return