Avior Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Avior Wealth Management’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	$321K	Buy	34,360 +13,990	+69%	+$146K	0.01%	642
2026 Q2	$224K	Hold	20,370	–	–	0.01%	728
2026 Q1	$213K	Buy	+20,370	New	+$204K	0.01%	789

Other funds holding NMI

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

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 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

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Avior Wealth Management's NMI Position: Q3 2026 in Review

Avior Wealth Management increased its Nuveen Municipal Income (NMI) stake by 69% in Q3 2026, buying an estimated $146K and bringing the position to 34,360 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #642.

Avior Wealth Management first reported a position in NMI in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold NMI as of Q3 2026.

Avior Wealth Management held 34,360 shares of Nuveen Municipal Income worth $321K as of Q3 2026.
Avior Wealth Management bought 13,990 Nuveen Municipal Income shares in Q3 2026, an estimated $146K.
Nuveen Municipal Income made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #642 holding.
Avior Wealth Management first reported a position in Nuveen Municipal Income in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.