Trademark Financial Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Trademark Financial 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	-10,447	Closed	-$131K	–	99
2025 Q3	$131K	Sell	10,447 -720	-6%	-$8.64K	0.08%	94
2025 Q2	$133K	Sell	11,167 -2,633	-19%	-$31.1K	0.08%	88
2025 Q1	$169K	Sell	13,800 -80	-0.6%	-$993	0.13%	87
2024 Q4	$169K	Sell	13,880 -2,020	-13%	-$25.6K	0.13%	90
2024 Q3	$208K	Sell	15,900 -1,300	-8%	-$16.5K	0.17%	88
2024 Q2	$212K	Buy	+17,200	New	+$207K	0.17%	83

Other funds holding NZF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Trademark Financial Management's NZF Position: Q4 2025 in Review

Trademark Financial Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2025, closing a stake of 10,447 shares — an estimated $131K sold.

Trademark Financial Management first reported a position in NZF in Q2 2024 and held it in 6 quarters. The position peaked at $212K in Q2 2024. 234 funds tracked by Wall St. Rank hold NZF as of Q4 2025.

Trademark Financial Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2025 after selling out during the quarter.
Trademark Financial Management sold 10,447 Nuveen Municipal Credit Income Fund shares in Q4 2025, an estimated $131K.
Trademark Financial Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2024 and held it in 6 quarters.
Trademark Financial Management's Nuveen Municipal Credit Income Fund position peaked at $212K in Q2 2024.
234 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2025.

Based on Trademark Financial Management's 13F filing for Q4 2025, filed 28 Jan 2026.