Montag & Associates’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Montag & Associates’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	$11.1K	Hold	873	–	–	﹤0.01%	752
2026 Q1	$10.7K	Hold	873	–	–	﹤0.01%	750
2025 Q4	$11K	Hold	873	–	–	﹤0.01%	764
2025 Q3	$11K	Hold	873	–	–	﹤0.01%	749
2025 Q2	$10.5K	Hold	873	–	–	﹤0.01%	742
2025 Q1	$10.7K	Hold	873	–	–	﹤0.01%	780
2024 Q4	$10.6K	Hold	873	–	–	﹤0.01%	781
2024 Q3	$11.5K	Hold	873	–	–	﹤0.01%	795
2024 Q2	$10.9K	Hold	873	–	–	﹤0.01%	766
2024 Q1	$10.7K	Hold	873	–	–	﹤0.01%	759
2023 Q4	$10.3K	Hold	873	–	–	﹤0.01%	771
2023 Q3	$9.14K	Hold	873	–	–	﹤0.01%	752
2023 Q2	$10.2K	Buy	+873	New	+$10.1K	﹤0.01%	752

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

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

Montag & Associates's NZF Position: Q2 2026 in Review

Montag & Associates held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q2 2026 at 873 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Montag & Associates first reported a position in NZF in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.5K in Q3 2024. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Montag & Associates held 873 shares of Nuveen Municipal Credit Income Fund worth $11.1K as of Q2 2026.
Montag & Associates left its Nuveen Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #752 holding.
Montag & Associates first reported a position in Nuveen Municipal Credit Income Fund in Q2 2023 and has held it in 13 quarters since.
Montag & Associates's Nuveen Municipal Credit Income Fund position peaked at $11.5K in Q3 2024.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.