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

Modern 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	–	Sell	-22,696	Closed	-$285K	–	877
2025 Q3	$285K	Hold	22,696	–	–	0.01%	660
2025 Q2	$271K	Hold	22,696	–	–	0.01%	642
2025 Q1	$278K	Hold	22,696	–	–	0.01%	552
2024 Q4	$276K	Buy	22,696 +10,254	+82%	+$130K	0.01%	474
2024 Q3	$163K	Sell	12,442 -30,000	-71%	-$381K	0.01%	420
2024 Q2	$524K	Buy	+42,442	New	+$510K	0.04%	213

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

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

Modern Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2025, closing a stake of 22,696 shares — an estimated $285K sold.

Modern Wealth Management first reported a position in NZF in Q2 2024 and held it in 6 quarters. The position peaked at $524K in Q2 2024. 234 funds tracked by Wall St. Rank hold NZF as of Q4 2025.

Modern Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 22,696 Nuveen Municipal Credit Income Fund shares in Q4 2025, an estimated $285K.
Modern Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2024 and held it in 6 quarters.
Modern Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $524K in Q2 2024.
234 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2025.

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