Lake Street Private Wealth’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Lake Street Private Wealth’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	$5.13M	Buy	404,250 +37,300	+10%	+$468K	0.59%	51
2026 Q1	$4.47M	Buy	366,950 +52,800	+17%	+$666K	0.57%	55
2025 Q4	$3.95M	Buy	314,150 +67,550	+27%	+$850K	0.48%	61
2025 Q3	$3.1M	Buy	246,600 +37,700	+18%	+$452K	0.4%	65
2025 Q2	$2.49M	Buy	208,900 +68,150	+48%	+$806K	0.35%	69
2025 Q1	$1.72M	Buy	140,750 +23,000	+20%	+$286K	0.28%	81
2024 Q4	$1.43M	Sell	117,750 -9,000	-7%	-$114K	0.23%	84
2024 Q3	$1.66M	Buy	126,750 +15,000	+13%	+$190K	0.27%	87
2024 Q2	$1.38M	Buy	111,750 +18,350	+20%	+$220K	0.18%	119
2024 Q1	$1.14M	Buy	93,400 +4,900	+6%	+$58.4K	0.16%	134
2023 Q4	$1.05M	Buy	88,500 +19,000	+27%	+$209K	0.16%	125
2023 Q3	$724K	Buy	69,500 +2,750	+4%	+$31.1K	0.13%	152
2023 Q2	$778K	Sell	66,750 -4,750	-7%	-$55.1K	0.14%	150
2023 Q1	$854K	Buy	71,500 +12,750	+22%	+$153K	0.16%	141
2022 Q4	$710K	Buy	58,750 +14,500	+33%	+$168K	0.15%	149
2022 Q3	$503K	Buy	44,250 +9,750	+28%	+$126K	0.12%	163
2022 Q2	$433K	Sell	34,500 -17,400	-34%	-$227K	0.09%	182
2022 Q1	$758K	Sell	51,900 -4,750	-8%	-$73.3K	0.14%	149
2021 Q4	$969K	Sell	56,650 -1,850	-3%	-$31.3K	0.17%	134
2021 Q3	$978K	Sell	58,500 -750	-1%	-$13K	0.24%	102
2021 Q2	$1.02M	Sell	59,250 -1,500	-2%	-$25.1K	0.26%	97
2021 Q1	$982K	Sell	60,750 -500	-0.8%	-$8.05K	0.27%	98
2020 Q4	$987K	Sell	61,250 -500	-0.8%	-$7.65K	0.29%	92
2020 Q3	$907K	Sell	61,750 -3,000	-5%	-$45K	0.3%	77
2020 Q2	$955K	Buy	64,750 +8,500	+15%	+$119K	0.35%	76
2020 Q1	$791K	Buy	56,250 +750	+1%	+$11.8K	0.36%	73
2019 Q4	$909K	Hold	55,500	–	–	0.35%	84
2019 Q3	$901K	Buy	+55,500	New	+$895K	0.41%	76

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Lake Street Private Wealth's NZF Position: Q2 2026 in Review

Lake Street Private Wealth increased its Nuveen Municipal Credit Income Fund (NZF) stake by 10% in Q2 2026, buying an estimated $468K and bringing the position to 404,250 shares worth $5.13M. The position accounts for 0.59% of the portfolio, ranked #51.

Lake Street Private Wealth first reported a position in NZF in Q3 2019 and has held it in 28 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Lake Street Private Wealth held 404,250 shares of Nuveen Municipal Credit Income Fund worth $5.13M as of Q2 2026.
Lake Street Private Wealth bought 37,300 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $468K.
Nuveen Municipal Credit Income Fund made up 0.59% of Lake Street Private Wealth's portfolio in Q2 2026, its #51 holding.
Lake Street Private Wealth first reported a position in Nuveen Municipal Credit Income Fund in Q3 2019 and has held it in 28 quarters since.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.