Rothschild Investment LLC’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Rothschild Investment LLC’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	$516K	Buy	40,707 +14,428	+55%	+$181K	0.02%	594
2026 Q1	$320K	Buy	26,279 +15,000	+133%	+$189K	0.02%	531
2025 Q4	$142K	Hold	11,279	–	–	0.01%	727
2025 Q3	$142K	Hold	11,279	–	–	0.01%	710
2025 Q2	$134K	Sell	11,279 -102,131	-90%	-$1.21M	0.01%	586
2025 Q1	$1.39M	Sell	113,410 -17,119	-13%	-$213K	0.09%	191
2024 Q4	$1.59M	Buy	130,529 +95	+0.1%	+$1.21K	0.1%	167
2024 Q3	$1.71M	Sell	130,434 -2,231	-2%	-$28.3K	0.11%	158
2024 Q2	$1.64M	Sell	132,665 -198	-0.1%	-$2.38K	0.11%	156
2024 Q1	$1.63M	Buy	132,863 +600	+0.5%	+$7.15K	0.12%	151
2023 Q4	$1.56M	Buy	+132,263	New	+$1.45M	0.13%	137

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

Rothschild Investment LLC's NZF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Nuveen Municipal Credit Income Fund (NZF) stake by 55% in Q2 2026, buying an estimated $181K and bringing the position to 40,707 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #594.

Rothschild Investment LLC first reported a position in NZF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2024. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Rothschild Investment LLC held 40,707 shares of Nuveen Municipal Credit Income Fund worth $516K as of Q2 2026.
Rothschild Investment LLC bought 14,428 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $181K.
Nuveen Municipal Credit Income Fund made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #594 holding.
Rothschild Investment LLC first reported a position in Nuveen Municipal Credit Income Fund in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Nuveen Municipal Credit Income Fund position peaked at $1.71M in Q3 2024.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.