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Summit Trail Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Summit Trail 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
2025
Q4 		– Sell
-10,991
Closed -$139K – 1353
2025
Q3 		$139K Buy
10,991
+596
+6% +$7.15K ﹤0.01% 1312
2025
Q2 		$125K Buy
+10,395
New +$123K ﹤0.01% 1087
2024
Q2 		– Sell
-15,196
Closed -$187K – 651
2024
Q1 		$187K Sell
15,196
-1,926
-11% -$22.9K 0.01% 562
2023
Q4 		$202K Sell
17,122
-6,607
-28% -$72.5K 0.01% 506
2023
Q3 		$249K Sell
23,729
-6,526
-22% -$73.9K 0.01% 435
2023
Q2 		$354K Buy
30,255
+1,893
+7% +$22K 0.01% 335
2023
Q1 		$340K Sell
28,362
-7,403
-21% -$88.7K 0.01% 293
2022
Q4 		$432K Buy
35,765
+9,224
+35% +$107K 0.02% 206
2022
Q3 		$303K Buy
26,541
+7,429
+39% +$95.8K 0.02% 256
2022
Q2 		$241K Sell
19,112
-3,545
-16% -$46.2K 0.01% 310
2022
Q1 		$333K Sell
22,657
-5,447
-19% -$84.1K 0.03% 230
2021
Q4 		$481K Sell
28,104
-75,910
-73% -$1.28M 0.03% 177
2021
Q3 		$1.75M Sell
104,014
-73,830
-42% -$1.28M 0.13% 82
2021
Q2 		$3.07M Sell
177,844
-3,084
-2% -$51.7K 0.27% 47
2021
Q1 		$2.94M Buy
180,928
+34,294
+23% +$552K 0.32% 43
2020
Q4 		$2.36M Buy
146,634
+30,913
+27% +$473K 0.3% 39
2020
Q3 		$1.77M Sell
115,721
-3,229
-3% -$48.5K 0.34% 38
2020
Q2 		$1.76M Buy
+118,950
New +$1.66M 0.33% 31

Other funds holding NZF

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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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Summit Trail Advisors's NZF Position: Q4 2025 in Review

Summit Trail Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2025, closing a stake of 10,991 shares — an estimated $139K sold.

Summit Trail Advisors first reported a position in NZF in Q2 2020 and held it in 18 quarters. The position peaked at $3.07M in Q2 2021. 234 funds tracked by Wall St. Rank hold NZF as of Q4 2025.

  • Summit Trail Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 10,991 Nuveen Municipal Credit Income Fund shares in Q4 2025, an estimated $139K.
  • Summit Trail Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2020 and held it in 18 quarters.
  • Summit Trail Advisors's Nuveen Municipal Credit Income Fund position peaked at $3.07M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.