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

MGB 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
2025 Q4	$667K	Buy	53,019 +7,019	+15%	+$88.3K	0.19%	106
2025 Q3	$578K	Buy	46,000 +16,000	+53%	+$192K	0.16%	116
2025 Q2	$358K	Sell	30,000 -16,000	-35%	-$189K	0.12%	156
2025 Q1	$561K	Buy	46,000 +25,500	+124%	+$317K	0.2%	112
2024 Q4	$249K	Buy	+20,500	New	+$260K	0.08%	175

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

MGB Wealth Management's NZF Position: Q4 2025 in Review

MGB Wealth Management increased its Nuveen Municipal Credit Income Fund (NZF) stake by 15% in Q4 2025, buying an estimated $88.3K and bringing the position to 53,019 shares worth $667K. The position accounts for 0.19% of the portfolio, ranked #106.

MGB Wealth Management first reported a position in NZF in Q4 2024 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold NZF as of Q4 2025.

MGB Wealth Management held 53,019 shares of Nuveen Municipal Credit Income Fund worth $667K as of Q4 2025.
MGB Wealth Management bought 7,019 Nuveen Municipal Credit Income Fund shares in Q4 2025, an estimated $88.3K.
Nuveen Municipal Credit Income Fund made up 0.19% of MGB Wealth Management's portfolio in Q4 2025, its #106 holding.
MGB Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q4 2024 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.