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

Mascoma 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
2026 Q3	–	Sell	-1,069	Closed	-$13.6K	–	631
2026 Q2	$13.6K	Hold	1,069	–	–	﹤0.01%	302
2026 Q1	$13K	Hold	1,069	–	–	﹤0.01%	296
2025 Q4	$13.4K	Hold	1,069	–	–	﹤0.01%	292
2025 Q3	$13.4K	Hold	1,069	–	–	﹤0.01%	298
2025 Q2	$12.7K	Hold	1,069	–	–	﹤0.01%	299
2025 Q1	$13.1K	Hold	1,069	–	–	﹤0.01%	303
2024 Q4	$13K	Hold	1,069	–	–	﹤0.01%	320
2024 Q3	$14K	Hold	1,069	–	–	﹤0.01%	299
2024 Q2	$13.2K	Hold	1,069	–	–	﹤0.01%	306
2024 Q1	$13.1K	Sell	1,069 -300	-22%	-$3.58K	﹤0.01%	294
2023 Q4	$16.2K	Hold	1,369	–	–	﹤0.01%	282
2023 Q3	$14.3K	Hold	1,369	–	–	﹤0.01%	299
2023 Q2	$15.8K	Hold	1,369	–	–	﹤0.01%	286
2023 Q1	$16K	Hold	1,369	–	–	﹤0.01%	362
2022 Q4	$16.5K	Hold	1,369	–	–	0.01%	353
2022 Q3	$16K	Hold	1,369	–	–	0.01%	352
2022 Q2	$17K	Buy	1,369 +1,069	+356%	+$13.9K	0.01%	358
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	523
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	460
2021 Q3	$5K	Buy	+300	New	+$5.19K	﹤0.01%	386
2021 Q2	–	Sell	-300	Closed	-$5K	–	337
2021 Q1	$5K	Buy	+300	New	+$4.83K	﹤0.01%	389
2019 Q3	–	Sell	-694	Closed	-$11K	–	257
2019 Q2	$11K	Hold	694	–	–	0.01%	263
2019 Q1	$10K	Hold	694	–	–	0.01%	269
2018 Q4	$9K	Hold	694	–	–	0.01%	267
2018 Q3	$10K	Hold	694	–	–	0.01%	285
2018 Q2	$10K	Hold	694	–	–	0.01%	277
2018 Q1	$10K	Hold	694	–	–	0.01%	273
2017 Q4	$10K	Hold	694	–	–	0.01%	268
2017 Q3	$11K	Hold	694	–	–	0.01%	275
2017 Q2	$10K	Buy	+694	New	+$10.3K	0.01%	283

Other funds holding NZF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Mascoma Wealth Management's NZF Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2026, closing a stake of 1,069 shares — an estimated $13.6K sold.

Mascoma Wealth Management first reported a position in NZF in Q2 2017 and held it in 30 quarters. The position peaked at $17K in Q2 2022. 61 funds tracked by Wall St. Rank hold NZF as of Q3 2026.

Mascoma Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 1,069 Nuveen Municipal Credit Income Fund shares in Q3 2026, an estimated $13.6K.
Mascoma Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2017 and held it in 30 quarters.
Mascoma Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $17K in Q2 2022.
61 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.