Primoris Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Primoris Wealth 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
2026 Q2	$923K	Buy	72,755 +12,000	+20%	+$151K	0.42%	55
2026 Q1	$740K	Hold	60,755	–	–	0.52%	44
2025 Q4	$764K	Hold	60,755	–	–	0.46%	52
2025 Q3	$763K	Hold	60,755	–	–	0.49%	49
2025 Q2	$724K	Sell	60,755 -5,000	-8%	-$59.1K	0.49%	47
2025 Q1	$804K	Hold	65,755	–	–	0.62%	42
2024 Q4	$800K	Buy	65,755 +1,000	+2%	+$12.7K	0.61%	40
2024 Q3	$848K	Buy	64,755 +17,825	+38%	+$226K	0.62%	46
2024 Q2	$580K	Buy	46,930 +8,500	+22%	+$102K	0.46%	59
2024 Q1	$470K	Buy	38,430 +7,500	+24%	+$89.4K	0.38%	61
2023 Q4	$366K	Hold	30,930	–	–	0.34%	64
2023 Q3	$323K	Buy	30,930 +2,500	+9%	+$28.3K	0.39%	55
2023 Q2	$331K	Buy	28,430 +18,196	+178%	+$211K	0.36%	51
2023 Q1	$122K	Hold	10,234	–	–	0.15%	65
2022 Q4	$124K	Hold	10,234	–	–	0.19%	59
2022 Q3	$117K	Hold	10,234	–	–	0.21%	58
2022 Q2	$129K	Buy	+10,234	New	+$133K	0.19%	74

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

Primoris Wealth Advisors's NZF Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Nuveen Municipal Credit Income Fund (NZF) stake by 20% in Q2 2026, buying an estimated $151K and bringing the position to 72,755 shares worth $923K. The position accounts for 0.42% of the portfolio, ranked #55.

Primoris Wealth Advisors first reported a position in NZF in Q2 2022 and has held it in 17 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Primoris Wealth Advisors held 72,755 shares of Nuveen Municipal Credit Income Fund worth $923K as of Q2 2026.
Primoris Wealth Advisors bought 12,000 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $151K.
Nuveen Municipal Credit Income Fund made up 0.42% of Primoris Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Primoris Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2022 and has held it in 17 quarters since.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.