Cornerstone Planning Group’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Cornerstone Planning Group’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	$42.6K	Hold	3,445	–	–	0.01%	440
2026 Q1	$43.3K	Hold	3,445	–	–	0.01%	435
2025 Q4	$42.7K	Buy	3,445 +3,437	+42,963%	+$43.2K	0.01%	389
2025 Q3	$547	Sell	8 -3,437	-100%	-$41.2K	﹤0.01%	1459
2025 Q2	$41K	Hold	3,445	–	–	0.01%	277
2025 Q1	$39.9K	Hold	3,445	–	–	0.01%	274
2024 Q4	$42.8K	Hold	3,445	–	–	0.01%	204
2024 Q3	$43.1K	Hold	3,445	–	–	0.01%	204
2024 Q2	$43.9K	Hold	3,445	–	–	0.01%	215
2024 Q1	$40.9K	Hold	3,445	–	–	0.01%	195
2023 Q4	$40.7K	Hold	3,445	–	–	0.01%	210
2023 Q3	$35.9K	Hold	3,445	–	–	0.01%	220
2023 Q2	$40.2K	Buy	+3,445	New	+$40K	0.02%	278
2022 Q4	$42.5K	Buy	+3,445	New	+$39.9K	0.02%	295

Other funds holding NZF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's NZF Position: Q2 2026 in Review

Cornerstone Planning Group held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q2 2026 at 3,445 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #440.

Cornerstone Planning Group first reported a position in NZF in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.9K in Q2 2024. 139 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Cornerstone Planning Group held 3,445 shares of Nuveen Municipal Credit Income Fund worth $42.6K as of Q2 2026.
Cornerstone Planning Group left its Nuveen Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen Municipal Credit Income Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #440 holding.
Cornerstone Planning Group first reported a position in Nuveen Municipal Credit Income Fund in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Nuveen Municipal Credit Income Fund position peaked at $43.9K in Q2 2024.
139 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.