WKWM
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Walter & Keenan Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Walter & Keenan 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
2026
Q1 		$451K Hold
37,009
– – 0.13% 107
2025
Q4 		$466K Sell
37,009
-3,733
-9% -$47K 0.12% 109
2025
Q3 		$512K Hold
40,742
– – 0.14% 102
2025
Q2 		$486K Sell
40,742
-27,203
-40% -$322K 0.14% 109
2025
Q1 		$831K Sell
67,945
-5,981
-8% -$74.3K 0.25% 85
2024
Q4 		$900K Sell
73,926
-11,631
-14% -$148K 0.27% 81
2024
Q3 		$1.12M Sell
85,557
-4,788
-5% -$60.8K 0.34% 70
2024
Q2 		$1.12M Sell
90,345
-6,566
-7% -$78.9K 0.36% 69
2024
Q1 		$1.19M Sell
96,911
-8,952
-8% -$107K 0.39% 65
2023
Q4 		$1.25M Buy
105,863
+26,641
+34% +$292K 0.45% 61
2023
Q3 		$826K Sell
79,222
-7,142
-8% -$80.8K 0.32% 71
2023
Q2 		$1.01M Sell
86,364
-8,211
-9% -$95.2K 0.37% 70
2023
Q1 		$1.13M Buy
94,575
+9,438
+11% +$113K 0.43% 64
2022
Q4 		$1.03M Sell
85,137
-46,694
-35% -$540K 0.4% 63
2022
Q3 		$1.5M Sell
131,831
-1,838
-1% -$23.7K 0.64% 47
2022
Q2 		$1.68M Buy
133,669
+158
+0.1% +$2.06K 0.66% 46
2022
Q1 		$1.95M Buy
133,511
+98
+0.1% +$1.51K 0.66% 50
2021
Q4 		$2.28M Buy
133,413
+11,771
+10% +$199K 0.74% 45
2021
Q3 		$2.03M Buy
121,642
+8,275
+7% +$143K 0.69% 45
2021
Q2 		$1.95M Buy
113,367
+1,267
+1% +$21.2K 0.67% 47
2021
Q1 		$1.81M Buy
112,100
+2,027
+2% +$32.6K 0.64% 51
2020
Q4 		$1.77M Buy
110,073
+5,142
+5% +$78.7K 0.64% 45
2020
Q3 		$1.54M Buy
104,931
+27
+0% +$405 0.61% 48
2020
Q2 		$1.55M Buy
+104,904
New +$1.47M 0.63% 49
2020
Q1 		– Sell
-101,852
Closed -$1.67M – 168
2019
Q4 		$1.67M Buy
101,852
+3,525
+4% +$56.8K 0.64% 49
2019
Q3 		$1.6M Buy
98,327
+25
+0% +$403 0.61% 52
2019
Q2 		$1.55M Buy
98,302
+9,630
+11% +$149K 0.68% 46
2019
Q1 		$1.34M Hold
88,672
– – 0.59% 52
2018
Q4 		$1.19M Hold
88,672
– – 0.54% 49
2018
Q3 		$1.28K Buy
88,672
+2,000
+2% +$29.1K 0.38% 55
2018
Q2 		$1.24M Buy
86,672
+762
+0.9% +$10.9K 0.53% 56
2018
Q1 		$1.22M Hold
85,910
– – 0.53% 57
2017
Q4 		$1.31M Hold
85,910
– – 0.55% 58
2017
Q3 		$1.31M Buy
85,910
+921
+1% +$14K 0.6% 56
2017
Q2 		$1.27M Buy
84,989
+1,229
+1% +$18.2K 0.64% 51
2017
Q1 		$1.21M Hold
83,760
– – 0.62% 51
2016
Q4 		$1.18M Hold
83,760
– – 0.63% 49
2016
Q3 		$1.32M Buy
83,760
+2,153
+3% +$34.2K 0.73% 45
2016
Q2 		$1.3M Buy
+81,607
New +$1.26M 0.72% 46

Other funds holding NZF

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Walter & Keenan Wealth Management's NZF Position: Q1 2026 in Review

Walter & Keenan Wealth Management held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q1 2026 at 37,009 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #107.

Walter & Keenan Wealth Management first reported a position in NZF in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.28M in Q4 2021. 232 funds tracked by Wall St. Rank hold NZF as of Q1 2026.

  • Walter & Keenan Wealth Management held 37,009 shares of Nuveen Municipal Credit Income Fund worth $451K as of Q1 2026.
  • Walter & Keenan Wealth Management left its Nuveen Municipal Credit Income Fund share count unchanged in Q1 2026.
  • Nuveen Municipal Credit Income Fund made up 0.13% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Walter & Keenan Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and has held it in 39 quarters since.
  • Walter & Keenan Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $2.28M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.