Dakota Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Dakota Wealth Management’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
2025 Q1	–	Sell	-10,500	Closed	-$128K	–	791
2024 Q4	$128K	Sell	10,500 -29,281	-74%	-$372K	﹤0.01%	729
2024 Q3	$521K	Sell	39,781 -166,020	-81%	-$2.11M	0.01%	496
2024 Q2	$2.54M	Hold	205,801	–	–	0.06%	232
2024 Q1	$2.52M	Hold	205,801	–	–	0.06%	235
2023 Q4	$2.43M	Buy	205,801 +7,525	+4%	+$82.6K	0.09%	203
2023 Q3	$2.07M	Buy	198,276 +12,175	+7%	+$138K	0.09%	200
2023 Q2	$2.17M	Buy	186,101 +96,001	+107%	+$1.11M	0.1%	166
2023 Q1	$1.08M	Buy	90,100 +20,900	+30%	+$250K	0.07%	222
2022 Q4	$836K	Buy	+69,200	New	+$801K	0.06%	250
2022 Q3	–	Sell	-39,577	Closed	-$497K	–	600
2022 Q2	$497K	Buy	+39,577	New	+$515K	0.05%	285

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dakota Wealth Management's NZF Position: Q1 2025 in Review

Dakota Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2025, closing a stake of 10,500 shares — an estimated $128K sold.

Dakota Wealth Management first reported a position in NZF in Q2 2022 and held it in 10 quarters. The position peaked at $2.54M in Q2 2024. 242 funds tracked by Wall St. Rank hold NZF as of Q1 2025.

Dakota Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
Dakota Wealth Management sold 10,500 Nuveen Municipal Credit Income Fund shares in Q1 2025, an estimated $128K.
Dakota Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2022 and held it in 10 quarters.
Dakota Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $2.54M in Q2 2024.
242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.