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 Q2	$161K	Hold	12,680	–	–	0.01%	324
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 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

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

SFMG Wealth Advisors held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q2 2026 at 12,680 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #324.

SFMG Wealth Advisors first reported a position in NZF in Q3 2023 and has held it in 12 quarters since. The position peaked at $192K in Q1 2024. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

SFMG Wealth Advisors held 12,680 shares of Nuveen Municipal Credit Income Fund worth $161K as of Q2 2026.
SFMG Wealth Advisors left its Nuveen Municipal Credit Income Fund share count unchanged in Q2 2026.
Nuveen Municipal Credit Income Fund made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #324 holding.
SFMG Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q3 2023 and has held it in 12 quarters since.
SFMG Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $192K in Q1 2024.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.