Summit Financial Consulting’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Summit Financial Consulting’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	$523K	Buy	41,208 +1,307	+3%	+$16.4K	0.35%	28
2026 Q1	$486K	Buy	39,901 +11,144	+39%	+$141K	0.35%	26
2025 Q4	$362K	Buy	28,757 +3,386	+13%	+$42.6K	0.26%	31
2025 Q3	$319K	Buy	25,371 +1,775	+8%	+$21.3K	0.25%	32
2025 Q2	$281K	Buy	23,596 +2,755	+13%	+$32.6K	0.25%	35
2025 Q1	$255K	Buy	+20,841	New	+$259K	0.24%	39

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

Summit Financial Consulting's NZF Position: Q2 2026 in Review

Summit Financial Consulting increased its Nuveen Municipal Credit Income Fund (NZF) stake by 3.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 41,208 shares worth $523K. The position accounts for 0.35% of the portfolio, ranked #28.

Summit Financial Consulting first reported a position in NZF in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

Summit Financial Consulting held 41,208 shares of Nuveen Municipal Credit Income Fund worth $523K as of Q2 2026.
Summit Financial Consulting bought 1,307 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $16.4K.
Nuveen Municipal Credit Income Fund made up 0.35% of Summit Financial Consulting's portfolio in Q2 2026, its #28 holding.
Summit Financial Consulting first reported a position in Nuveen Municipal Credit Income Fund in Q1 2025 and has held it in 6 quarters since.
244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.