Plan Group Financial’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Plan Group Financial’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	$490K	Hold	38,665	–	–	0.1%	130
2026 Q1	$471K	Hold	38,665	–	–	0.11%	131
2025 Q4	$486K	Buy	38,665 +400	+1%	+$5.03K	0.13%	119
2025 Q3	$481K	Buy	38,265 +4,885	+15%	+$58.6K	0.13%	122
2025 Q2	$398K	Buy	+33,380	New	+$395K	0.13%	117

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

Plan Group Financial's NZF Position: Q2 2026 in Review

Plan Group Financial held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q2 2026 at 38,665 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #130.

Plan Group Financial first reported a position in NZF in Q2 2025 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Plan Group Financial held 38,665 shares of Nuveen Municipal Credit Income Fund worth $490K as of Q2 2026.
Plan Group Financial left its Nuveen Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen Municipal Credit Income Fund made up 0.1% of Plan Group Financial's portfolio in Q2 2026, its #130 holding.
Plan Group Financial first reported a position in Nuveen Municipal Credit Income Fund in Q2 2025 and has held it in 5 quarters since.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.