SWA
NZF icon

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

SFMG 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
Q1 		$154K Hold
12,680
– – 0.01% 307
2025
Q4 		$160K Hold
12,680
– – 0.01% 290
2025
Q3 		$159K Hold
12,680
– – 0.01% 290
2025
Q2 		$151K Hold
12,680
– – 0.01% 260
2025
Q1 		$155K Hold
12,680
– – 0.01% 259
2024
Q4 		$154K Hold
12,680
– – 0.01% 253
2024
Q3 		$166K Hold
12,680
– – 0.01% 252
2024
Q2 		$157K Sell
12,680
-3,000
-19% -$36K 0.01% 250
2024
Q1 		$192K Hold
15,680
– – 0.02% 254
2023
Q4 		$185K Hold
15,680
– – 0.02% 246
2023
Q3 		$164K Buy
+15,680
New +$177K 0.02% 226

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