Spire Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Spire Wealth Management’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
2025 Q4	–	Sell	-1,860	Closed	-$23.4K	–	2433
2025 Q3	$23.4K	Hold	1,860	–	–	﹤0.01%	1481
2025 Q2	$22.2K	Hold	1,860	–	–	﹤0.01%	1480
2025 Q1	$22.7K	Hold	1,860	–	–	﹤0.01%	1566
2024 Q4	$22.6K	Hold	1,860	–	–	﹤0.01%	1584
2024 Q3	$24.4K	Hold	1,860	–	–	﹤0.01%	1380
2024 Q2	$23K	Hold	1,860	–	–	﹤0.01%	1397
2024 Q1	$22.8K	Hold	1,860	–	–	﹤0.01%	1474
2023 Q4	$21.6K	Sell	1,860 -7,360	-80%	-$80.8K	﹤0.01%	1510
2023 Q3	$96.2K	Sell	9,220 -2,023	-18%	-$22.9K	﹤0.01%	965
2023 Q2	$131K	Hold	11,243	–	–	﹤0.01%	875
2023 Q1	$134K	Buy	11,243 +3,523	+46%	+$42.2K	0.01%	867
2022 Q4	$93K	Hold	7,720	–	–	0.01%	775
2022 Q3	$88K	Sell	7,720 -8,549	-53%	-$110K	0.01%	751
2022 Q2	$204K	Buy	16,269 +1,632	+11%	+$21.3K	0.01%	765
2022 Q1	$214K	Sell	14,637 -2,982	-17%	-$46K	0.01%	864
2021 Q4	$301K	Buy	17,619 +1,600	+10%	+$27.1K	0.01%	898
2021 Q3	$268K	Sell	16,019 -1,500	-9%	-$26K	0.01%	800
2021 Q2	$302K	Sell	17,519 -204	-1%	-$3.42K	0.01%	769
2021 Q1	$286K	Buy	+17,723	New	+$285K	0.01%	891

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Spire Wealth Management's NZF Position: Q4 2025 in Review

Spire Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2025, closing a stake of 1,860 shares — an estimated $23.4K sold.

Spire Wealth Management first reported a position in NZF in Q1 2021 and held it in 19 quarters. The position peaked at $302K in Q2 2021. 234 funds tracked by Wall St. Rank hold NZF as of Q4 2025.

Spire Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 1,860 Nuveen Municipal Credit Income Fund shares in Q4 2025, an estimated $23.4K.
Spire Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q1 2021 and held it in 19 quarters.
Spire Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $302K in Q2 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.