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

Melone 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	$12.3M	Buy	972,837 +117,655	+14%	+$1.48M	4.7%	6
2026 Q1	$10.4M	Sell	855,182 -10,270	-1%	-$129K	4.25%	6
2025 Q4	$10.9M	Buy	865,452 +55,883	+7%	+$703K	4.62%	7
2025 Q3	$10.2M	Buy	809,569 +30,990	+4%	+$372K	4.61%	9
2025 Q2	$9.24M	Buy	778,579 +12,144	+2%	+$144K	4.73%	9
2025 Q1	$9.37M	Buy	766,435 +37,759	+5%	+$469K	4.9%	9
2024 Q4	$8.87M	Buy	728,676 +15,169	+2%	+$193K	4.6%	9
2024 Q3	$9.35M	Buy	713,507 +12,685	+2%	+$161K	4.96%	8
2024 Q2	$8.66M	Buy	700,822 +13,064	+2%	+$157K	5.13%	7
2024 Q1	$8.42M	Buy	687,758 +18,635	+3%	+$222K	5.05%	7
2023 Q4	$7.91M	Buy	669,123 +39,759	+6%	+$437K	5.03%	7
2023 Q3	$6.56M	Buy	629,364 +6,429	+1%	+$72.8K	4.69%	9
2023 Q2	$7.26M	Buy	622,935 +18,246	+3%	+$212K	5.13%	7
2023 Q1	$7.2M	Buy	604,689 +25,042	+4%	+$300K	5.49%	5
2022 Q4	$7M	Buy	579,647 +10,208	+2%	+$118K	5.93%	4
2022 Q3	$6.59M	Buy	569,439 +6,940	+1%	+$89.5K	5.75%	3
2022 Q2	$7.31M	Buy	562,499 +310,977	+124%	+$4.05M	6.19%	3
2022 Q1	$3.36M	Buy	251,522 +24,638	+11%	+$380K	2.74%	14
2021 Q4	$3.88M	Buy	+226,884	New	+$3.84M	2.92%	12

Other funds holding NZF

HWAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

Melone Private Wealth's NZF Position: Q2 2026 in Review

Melone Private Wealth increased its Nuveen Municipal Credit Income Fund (NZF) stake by 14% in Q2 2026, buying an estimated $1.48M and bringing the position to 972,837 shares worth $12.3M. The position accounts for 4.7% of the portfolio, ranked #6.

Melone Private Wealth first reported a position in NZF in Q4 2021 and has held it in 19 quarters since. 105 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Melone Private Wealth held 972,837 shares of Nuveen Municipal Credit Income Fund worth $12.3M as of Q2 2026.
Melone Private Wealth bought 117,655 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $1.48M.
Nuveen Municipal Credit Income Fund made up 4.7% of Melone Private Wealth's portfolio in Q2 2026, its #6 holding.
Melone Private Wealth first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and has held it in 19 quarters since.
105 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.