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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

NZF holding history

Nuveen Municipal Credit Income Fund in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NZF overviewAll 13F holders of NZFFull Q2 2026 holdings

Shares (Q2 2026)
72,755
Value
$922.5K
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of NZF by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,755$922.5K0.4%+12,000+19.8%AddedHolders
Q1 202660,755$740.0K0.5%00.0%UnchangedHolders
Q4 202560,755$764.3K0.5%00.0%UnchangedHolders
Q3 202560,755$763.1K0.5%00.0%UnchangedHolders
Q2 202560,755$724.2K0.5%−5,000−7.6%ReducedHolders
Q1 202565,755$804.2K0.6%00.0%UnchangedHolders
Q4 202465,755$800.2K0.6%+1,000+1.5%AddedHolders
Q3 202464,755$848.3K0.6%+17,825+38.0%AddedHolders
Q2 202446,930$579.6K0.5%+8,500+22.1%AddedHolders
Q1 202438,430$470.4K0.4%+7,500+24.2%AddedHolders
Q4 202330,930$365.6K0.3%00.0%UnchangedHolders
Q3 202330,930$322.6K0.4%+2,500+8.8%AddedHolders
Q2 202328,430$331.5K0.4%+18,196+177.8%AddedHolders
Q1 202310,234$122.3K0.2%00.0%UnchangedHolders
Q4 202210,234$123.6K0.2%00.0%UnchangedHolders
Q3 202210,234$117.0K0.2%00.0%UnchangedHolders
Q2 202210,234$129.0K0.2%+10,234NewHolders