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

Drive 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
2024 Q4	–	Sell	-11,585	Closed	-$153K	–	374
2024 Q3	$153K	Hold	11,585	–	–	0.04%	298
2024 Q2	$144K	Sell	11,585 -7,800	-40%	-$93.7K	0.04%	298
2024 Q1	$238K	Buy	19,385 +5,748	+42%	+$68.5K	0.07%	257
2023 Q4	$161K	Buy	+13,637	New	+$150K	0.05%	278
2023 Q3	–	Sell	-29,402	Closed	-$344K	–	305
2023 Q2	$344K	Buy	29,402 +3,519	+14%	+$40.8K	0.13%	151
2023 Q1	$310K	Buy	25,883 +3,374	+15%	+$40.4K	0.13%	167
2022 Q4	$272K	Sell	22,509 -5,830	-21%	-$67.5K	0.14%	173
2022 Q3	$324K	Sell	28,339 -2,061	-7%	-$26.6K	0.31%	98
2022 Q2	$384K	Buy	30,400 +67	+0.2%	+$872	0.35%	83
2022 Q1	$445K	Buy	30,333 +60	+0.2%	+$926	0.38%	76
2021 Q4	$518K	Buy	+30,273	New	+$512K	0.46%	56

Other funds holding NZF

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Drive Wealth Management's NZF Position: Q4 2024 in Review

Drive Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2024, closing a stake of 11,585 shares — an estimated $153K sold.

Drive Wealth Management first reported a position in NZF in Q4 2021 and held it in 11 quarters. The position peaked at $518K in Q4 2021. 262 funds tracked by Wall St. Rank hold NZF as of Q4 2024.

Drive Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 11,585 Nuveen Municipal Credit Income Fund shares in Q4 2024, an estimated $153K.
Drive Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and held it in 11 quarters.
Drive Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $518K in Q4 2021.
262 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.