Florida Trust Wealth Management Co
Position in NZF — Nuveen Municipal Credit Income Fund
CIK 1651023
SANIBEL, FL
Position in NZF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$317,000
-$84,940 QoQ
Shares Held
25,000
-24.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 244 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NZF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $63,360,875 across 12 Asset Management names. NZF ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,162,657 | $49,517,561 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
87,069 | $3,905,043 | |
| 3 | BX |
Blackstone Inc.
|
31,225 | $3,674,245 | |
| 4 | KKR |
KKR & Co. Inc.
|
20,730 | $1,902,599 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,644 | $1,466,177 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,098 | $962,477 | |
| 7 | ARES |
Ares Management Corp
|
5,112 | $569,016 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,060 | $362,028 |
All Filings in NZF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,000 | 25,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $401,940 | 33,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||