Optimum Investment Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Optimum Investment Advisors’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 Q3	$84K	Hold	6,686	–	–	0.03%	282
2025 Q2	$79.7K	Hold	6,686	–	–	0.03%	284
2025 Q1	$81.8K	Hold	6,686	–	–	0.04%	271
2024 Q4	$81.4K	Hold	6,686	–	–	0.04%	282
2024 Q3	$87.6K	Sell	6,686 -750	-10%	-$9.52K	0.04%	290
2024 Q2	$91.8K	Hold	7,436	–	–	0.04%	278
2024 Q1	$91K	Sell	7,436 -2,395	-24%	-$28.5K	0.04%	279
2023 Q4	$116K	Hold	9,831	–	–	0.06%	242
2023 Q3	$103K	Hold	9,831	–	–	0.05%	261
2023 Q2	$115K	Hold	9,831	–	–	0.06%	251
2023 Q1	$117K	Hold	9,831	–	–	0.06%	244
2022 Q4	$119K	Hold	9,831	–	–	0.06%	243
2022 Q3	$112K	Hold	9,831	–	–	0.06%	253
2022 Q2	$123K	Hold	9,831	–	–	0.06%	253
2022 Q1	$144K	Hold	9,831	–	–	0.06%	263
2021 Q4	$168K	Hold	9,831	–	–	0.07%	260
2021 Q3	$164K	Hold	9,831	–	–	0.07%	251
2021 Q2	$169K	Hold	9,831	–	–	0.05%	289
2021 Q1	$159K	Hold	9,831	–	–	0.05%	300
2020 Q4	$158K	Hold	9,831	–	–	0.05%	284
2020 Q3	$144K	Hold	9,831	–	–	0.05%	274
2020 Q2	$145K	Hold	9,831	–	–	0.05%	272
2020 Q1	$138K	Hold	9,831	–	–	0.06%	261
2019 Q4	$161K	Hold	9,831	–	–	0.05%	309
2019 Q3	$160K	Hold	9,831	–	–	0.05%	303
2019 Q2	$155K	Hold	9,831	–	–	0.05%	308
2019 Q1	$148K	Hold	9,831	–	–	0.05%	318
2018 Q4	$132K	Hold	9,831	–	–	0.05%	321
2018 Q3	$142K	Hold	9,831	–	–	0.04%	348
2018 Q2	$141K	Hold	9,831	–	–	0.04%	347
2018 Q1	$139K	Buy	+9,831	New	+$142K	0.04%	343
2016 Q4	–	Sell	-15,831	Closed	-$249K	–	291
2016 Q3	$249K	Hold	15,831	–	–	0.09%	242
2016 Q2	$252K	Buy	+15,831	New	+$245K	0.1%	227

Other funds holding NZF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's NZF Position: Q3 2025 in Review

Optimum Investment Advisors held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q3 2025 at 6,686 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #282.

Optimum Investment Advisors first reported a position in NZF in Q2 2016 and has held it in 33 quarters since. The position peaked at $252K in Q2 2016. 232 funds tracked by Wall St. Rank hold NZF as of Q3 2025.

Optimum Investment Advisors held 6,686 shares of Nuveen Municipal Credit Income Fund worth $84K as of Q3 2025.
Optimum Investment Advisors left its Nuveen Municipal Credit Income Fund share count unchanged in Q3 2025.
Nuveen Municipal Credit Income Fund made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #282 holding.
Optimum Investment Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and has held it in 33 quarters since.
Optimum Investment Advisors's Nuveen Municipal Credit Income Fund position peaked at $252K in Q2 2016.
232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.