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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return