Melone Private Wealth
NZF icon

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
Q3 		$11.6M Buy
1,070,573
+97,736
+10% +$1.18M 4.55% 7
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B.A. Schrock Wealth Management
B.A. Schrock Wealth Management 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
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Melone Private Wealth's NZF Position: Q3 2026 in Review

Melone Private Wealth increased its Nuveen Municipal Credit Income Fund (NZF) stake by 10% in Q3 2026, buying an estimated $1.18M and bringing the position to 1,070,573 shares worth $11.6M. The position accounts for 4.55% of the portfolio, ranked #7.

Melone Private Wealth first reported a position in NZF in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.3M in Q2 2026. 87 funds tracked by Wall St. Rank hold NZF as of Q3 2026.

  • Melone Private Wealth held 1,070,573 shares of Nuveen Municipal Credit Income Fund worth $11.6M as of Q3 2026.
  • Melone Private Wealth bought 97,736 Nuveen Municipal Credit Income Fund shares in Q3 2026, an estimated $1.18M.
  • Nuveen Municipal Credit Income Fund made up 4.55% of Melone Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Melone Private Wealth first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Nuveen Municipal Credit Income Fund position peaked at $12.3M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.