Creative Planning
NZF icon

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

Creative Planning’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 		$586K Sell
46,221
-17,469
-27% -$219K ﹤0.01% 3073
2026
Q1 		$776K Sell
63,690
-2,340
-4% -$29.5K ﹤0.01% 2668
2025
Q4 		$831K Buy
66,030
+13,211
+25% +$166K ﹤0.01% 2430
2025
Q3 		$663K Buy
52,819
+13,895
+36% +$167K ﹤0.01% 2477
2025
Q2 		$464K Buy
38,924
+1,341
+4% +$15.9K ﹤0.01% 2528
2025
Q1 		$460K Sell
37,583
-11,126
-23% -$138K ﹤0.01% 2358
2024
Q4 		$593K Buy
48,709
+15,341
+46% +$195K ﹤0.01% 2069
2024
Q3 		$437K Sell
33,368
-155
-0.5% -$1.97K ﹤0.01% 2225
2024
Q2 		$414K Buy
33,523
+3,104
+10% +$37.3K ﹤0.01% 2096
2024
Q1 		$372K Sell
30,419
-14,670
-33% -$175K ﹤0.01% 2072
2023
Q4 		$533K Sell
45,089
-5,130
-10% -$56.3K ﹤0.01% 1671
2023
Q3 		$524K Buy
50,219
+10,888
+28% +$123K ﹤0.01% 1537
2023
Q2 		$459K Buy
39,331
+4,008
+11% +$46.5K ﹤0.01% 1608
2023
Q1 		$422K Buy
35,323
+3,586
+11% +$43K ﹤0.01% 1579
2022
Q4 		$383K Sell
31,737
-2,533
-7% -$29.3K ﹤0.01% 1568
2022
Q3 		$390K Buy
34,270
+1,177
+4% +$15.2K ﹤0.01% 1487
2022
Q2 		$416K Sell
33,093
-10,438
-24% -$136K ﹤0.01% 1417
2022
Q1 		$636K Sell
43,531
-7,368
-14% -$114K ﹤0.01% 1209
2021
Q4 		$870K Buy
50,899
+7,908
+18% +$134K ﹤0.01% 1016
2021
Q3 		$719K Sell
42,991
-12,993
-23% -$225K ﹤0.01% 1111
2021
Q2 		$963K Buy
55,984
+20,392
+57% +$342K ﹤0.01% 949
2021
Q1 		$575K Buy
35,592
+3,484
+11% +$56.1K ﹤0.01% 1344
2020
Q4 		$518K Buy
32,108
+503
+2% +$7.69K ﹤0.01% 1287
2020
Q3 		$464K Sell
31,605
-28,589
-47% -$429K ﹤0.01% 1175
2020
Q2 		$888K Sell
60,194
-2,825
-4% -$39.5K ﹤0.01% 784
2020
Q1 		$887K Sell
63,019
-11,730
-16% -$184K ﹤0.01% 695
2019
Q4 		$1.22M Sell
74,749
-424
-0.6% -$6.83K ﹤0.01% 703
2019
Q3 		$1.22M Sell
75,173
-989
-1% -$15.9K ﹤0.01% 672
2019
Q2 		$1.2M Buy
76,162
+8,794
+13% +$136K ﹤0.01% 691
2019
Q1 		$1.01M Buy
67,368
+810
+1% +$11.7K ﹤0.01% 732
2018
Q4 		$893K Sell
66,558
-1,089
-2% -$14.8K ﹤0.01% 715
2018
Q3 		$975K Sell
67,647
-5,532
-8% -$80.4K ﹤0.01% 773
2018
Q2 		$1.05M Buy
73,179
+3,075
+4% +$44K ﹤0.01% 726
2018
Q1 		$991K Buy
70,104
+1,713
+3% +$24.7K ﹤0.01% 744
2017
Q4 		$1.04M Sell
68,391
-252
-0.4% -$3.83K ﹤0.01% 713
2017
Q3 		$1.04M Buy
68,643
+585
+0.9% +$8.9K ﹤0.01% 694
2017
Q2 		$1.01M Buy
68,058
+7,787
+13% +$115K 0.01% 683
2017
Q1 		$867K Sell
60,271
-3,728
-6% -$53.2K ﹤0.01% 726
2016
Q4 		$905K Buy
63,999
+8,000
+14% +$115K 0.01% 664
2016
Q3 		$881K Buy
55,999
+4,874
+10% +$77.4K 0.01% 646
2016
Q2 		$814K Buy
51,125
+43,366
+559% +$670K 0.01% 577
2016
Q1 		$116K Buy
7,759
+859
+12% +$12.5K ﹤0.01% 1537
2015
Q4 		$99K Hold
6,900
– – ﹤0.01% 1635
2015
Q3 		$94K Buy
+6,900
New +$93.3K ﹤0.01% 1633
2015
Q2 		– Sell
-6,900
Closed -$98K – 2389
2015
Q1 		$98K Buy
+6,900
New +$97.3K ﹤0.01% 1580
2014
Q4 		– Sell
-778
Closed -$11K – 4291
2014
Q3 		$11K Buy
+778
New +$10.8K ﹤0.01% 2899
2014
Q2 		– Sell
-400
Closed -$5K – 3909
2014
Q1 		$5K Sell
400
-4,810
-92% -$62K ﹤0.01% 3094
2013
Q4 		$64K Buy
+5,210
New +$64.3K ﹤0.01% 1443

Other funds holding NZF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

Creative Planning's NZF Position: Q2 2026 in Review

Creative Planning reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 27% in Q2 2026, selling an estimated $219K and leaving 46,221 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Creative Planning first reported a position in NZF in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.22M in Q4 2019. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

  • Creative Planning held 46,221 shares of Nuveen Municipal Credit Income Fund worth $586K as of Q2 2026.
  • Creative Planning sold 17,469 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $219K.
  • Nuveen Municipal Credit Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3073 holding.
  • Creative Planning first reported a position in Nuveen Municipal Credit Income Fund in Q4 2013 and has held it in 48 quarters since.
  • Creative Planning's Nuveen Municipal Credit Income Fund position peaked at $1.22M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.