IBEX WEALTH ADVISORS

Position in NZF — Nuveen Municipal Credit Income Fund

CIK 1686242 BEDMINSTER, NJ

Position in NZF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$304,320

-$61,555 QoQ

Shares Held

24,000

-20.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#124

of 244 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $31,012,081 across 17 Asset Management names. NZF ranks #14 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	279,655	$7,380,095
2	BX	Blackstone Inc.	54,053	$6,360,416
3	STEP	StepStone Group Inc.	121,785	$5,037,027
4	JPC	Nuveen Preferred & Income Opportunities Fund	288,992	$2,277,256
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund	147,780	$1,734,937
6	NUV	Nuveen Municipal Value Fund Inc	160,447	$1,479,321
7	NAD	Nuveen Quality Municipal Income Fund	118,437	$1,435,456
8	BTZ	Blackrock Credit Allocation Income Trust	106,089	$1,084,229

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,320	24,000	-20.1%	Shares	Sole	2026-07-27
2026-03-31	$365,875	30,039	0.0%	Shares	Sole	2026-04-30
2025-12-31	$377,890	30,039	0.0%	Shares	Sole	2026-02-17
2025-09-30	$377,289	30,039	-19.5%	Shares	Sole	2025-11-12
2025-06-30	$444,925	37,326	0.0%	Shares	Sole	2025-08-07
2025-03-31	$456,496	37,326	0.0%	Shares	Sole	2025-04-15
2024-12-31	$454,257	37,326	+8.1%	Shares	Sole	2025-01-23
2022-12-31	$417,219	34,538	0.0%	Shares	Sole	2023-02-06
2022-09-30	$392,697	34,538	0.0%	Shares	Sole	2022-10-31
2022-06-30	$433,797	34,538	+109.1%	Shares	Sole	2022-08-16
2022-03-31	$241,357	16,520	0.0%	Shares	Sole	2022-05-16
2021-12-31	$282,492	16,520	+40.1%	Shares	Sole	2022-02-22
2021-09-30	$197,162	11,792	0.0%	Shares	Sole	2021-11-12
2021-06-30	$202,940	11,792	—	Shares	Sole	2021-08-20
No filing history on record for this holder in this stock.