WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in NZF — Nuveen Municipal Credit Income Fund
CIK 1812177
HIGHLAND PARK, IL
Position in NZF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$151,804
New position
Shares Held
11,972
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#174
of 244 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,082,140 across 20 Asset Management names. NZF ranks #18 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
19,260 | $784,267 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
40,142 | $564,797 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
9,508 | $482,150 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
55,269 | $435,519 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
36,030 | $398,491 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
14,260 | $393,433 | |
| 7 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
27,575 | $311,597 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
41,300 | $294,469 |
All Filings in NZF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,804 | 11,972 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||