Rothwell Investment Advisors, LLC’s Nuveen Municipal Income NMI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.26K	Buy	+778	New	+$8.12K	﹤0.01%	832

Other funds holding NMI

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

CBTWT

Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NMI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Nuveen Municipal Income (NMI) in Q3 2026: 778 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

14 funds tracked by Wall St. Rank hold NMI as of Q3 2026.

Rothwell Investment Advisors, LLC held 778 shares of Nuveen Municipal Income worth $7.26K as of Q3 2026.
Nuveen Municipal Income was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Nuveen Municipal Income made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #832 holding.
14 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.