M Holdings Securities’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

M Holdings Securities’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	$352K	Sell	27,700 -3,924	-12%	-$49.2K	0.05%	134
2026 Q1	$397K	Sell	31,624 -2,943	-9%	-$37.1K	0.03%	268
2025 Q4	$435K	Buy	+34,567	New	+$435K	0.03%	263
2024 Q3	–	Sell	-30,223	Closed	-$373K	–	234
2024 Q2	$373K	Buy	+30,223	New	+$363K	0.05%	204

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

M Holdings Securities's NZF Position: Q2 2026 in Review

M Holdings Securities reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 12% in Q2 2026, selling an estimated $49.2K and leaving 27,700 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #134.

M Holdings Securities first reported a position in NZF in Q2 2024 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

M Holdings Securities held 27,700 shares of Nuveen Municipal Credit Income Fund worth $352K as of Q2 2026.
M Holdings Securities sold 3,924 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $49.2K.
Nuveen Municipal Credit Income Fund made up 0.05% of M Holdings Securities's portfolio in Q2 2026, its #134 holding.
M Holdings Securities first reported a position in Nuveen Municipal Credit Income Fund in Q2 2024 and has held it in 4 quarters since.
M Holdings Securities's Nuveen Municipal Credit Income Fund position peaked at $435K in Q4 2025.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.