Strategic Financial Concepts’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Strategic Financial Concepts’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	–	Sell	-14,000	Closed	-$171K	–	290
2026 Q1	$171K	Buy	+14,000	New	+$177K	0.04%	292
2024 Q3	–	Sell	-71,535	Closed	-$5.7K	–	553
2024 Q2	$5.7K	Buy	+71,535	New	+$860K	﹤0.01%	463
2023 Q4	–	Sell	-11,496	Closed	-$120K	–	219
2023 Q3	$120K	Buy	11,496 +29	+0.3%	+$328	0.04%	255
2023 Q2	$134K	Buy	11,467 +28	+0.2%	+$325	0.05%	243
2023 Q1	$137K	Buy	+11,439	New	+$137K	0.06%	231

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

Strategic Financial Concepts's NZF Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2026, closing a stake of 14,000 shares — an estimated $171K sold.

Strategic Financial Concepts first reported a position in NZF in Q1 2023 and held it in 5 quarters. The position peaked at $171K in Q1 2026. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Strategic Financial Concepts reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 14,000 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $171K.
Strategic Financial Concepts first reported a position in Nuveen Municipal Credit Income Fund in Q1 2023 and held it in 5 quarters.
Strategic Financial Concepts's Nuveen Municipal Credit Income Fund position peaked at $171K in Q1 2026.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.