Integrated Wealth Concepts’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Integrated Wealth Concepts’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 Q3	–	Sell	-17,714	Closed	-$211K	–	2065
2025 Q2	$211K	Sell	17,714 -1,082	-6%	-$12.8K	﹤0.01%	1744
2025 Q1	$230K	Hold	18,796	–	–	﹤0.01%	1556
2024 Q4	$229K	Sell	18,796 -750	-4%	-$9.52K	﹤0.01%	1534
2024 Q3	$256K	Sell	19,546 -1,974	-9%	-$25.1K	﹤0.01%	1439
2024 Q2	$266K	Hold	21,520	–	–	﹤0.01%	1377
2024 Q1	$263K	Buy	21,520 +500	+2%	+$5.96K	﹤0.01%	1390
2023 Q4	$248K	Buy	+21,020	New	+$231K	﹤0.01%	1355
2023 Q2	–	Sell	-13,382	Closed	-$160K	–	1589
2023 Q1	$160K	Buy	13,382 +195	+1%	+$2.34K	﹤0.01%	1240
2022 Q4	$159K	Sell	13,187 -16,164	-55%	-$187K	﹤0.01%	960
2022 Q3	$334K	Buy	29,351 +3,595	+14%	+$46.4K	0.01%	702
2022 Q2	$323K	Buy	+25,756	New	+$335K	0.01%	733

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

HWAM

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

MSL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's NZF Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2025, closing a stake of 17,714 shares — an estimated $211K sold.

Integrated Wealth Concepts first reported a position in NZF in Q2 2022 and held it in 11 quarters. The position peaked at $334K in Q3 2022. 232 funds tracked by Wall St. Rank hold NZF as of Q3 2025.

Integrated Wealth Concepts reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 17,714 Nuveen Municipal Credit Income Fund shares in Q3 2025, an estimated $211K.
Integrated Wealth Concepts first reported a position in Nuveen Municipal Credit Income Fund in Q2 2022 and held it in 11 quarters.
Integrated Wealth Concepts's Nuveen Municipal Credit Income Fund position peaked at $334K in Q3 2022.
232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.