Advisornet Financial’s Nuveen Municipal Income NMI Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-712	Closed	-$6.76K	–	2465
2022 Q4	$6.69K	Hold	712	–	–	﹤0.01%	1399
2022 Q3	$6K	Hold	712	–	–	﹤0.01%	1481
2022 Q2	$7K	Buy	712 +337	+90%	+$3.19K	﹤0.01%	1439
2022 Q1	$4K	Sell	375 -1,125	-75%	-$11.9K	﹤0.01%	1677
2021 Q4	$17K	Hold	1,500	–	–	﹤0.01%	1330
2021 Q3	$18K	Hold	1,500	–	–	﹤0.01%	1284
2021 Q2	$18K	Hold	1,500	–	–	﹤0.01%	1262
2021 Q1	$17K	Hold	1,500	–	–	﹤0.01%	1233
2020 Q4	$17K	Hold	1,500	–	–	﹤0.01%	1172
2020 Q3	$18K	Hold	1,500	–	–	﹤0.01%	1125
2020 Q2	$16K	Hold	1,500	–	–	﹤0.01%	1175
2020 Q1	$17K	Hold	1,500	–	–	﹤0.01%	1108
2019 Q4	$17K	Hold	1,500	–	–	﹤0.01%	1241
2019 Q3	$17K	Hold	1,500	–	–	﹤0.01%	1234
2019 Q2	$17K	Hold	1,500	–	–	﹤0.01%	1094
2019 Q1	$16K	Buy	+1,500	New	+$16K	﹤0.01%	1064

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Advisornet Financial's NMI Position: Q1 2023 in Review

Advisornet Financial sold out of Nuveen Municipal Income (NMI) in Q1 2023, closing a stake of 712 shares — an estimated $6.76K sold.

Advisornet Financial first reported a position in NMI in Q1 2019 and held it in 16 quarters. The position peaked at $18K in Q3 2021. 23 funds tracked by Wall St. Rank hold NMI as of Q1 2023.

Advisornet Financial reported no remaining Nuveen Municipal Income position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 712 Nuveen Municipal Income shares in Q1 2023, an estimated $6.76K.
Advisornet Financial first reported a position in Nuveen Municipal Income in Q1 2019 and held it in 16 quarters.
Advisornet Financial's Nuveen Municipal Income position peaked at $18K in Q3 2021.
23 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.