AWM
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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
Q2 		$224K Hold
20,370
– – 0.01% 728
2026
Q1 		$213K Buy
+20,370
New +$204K 0.01% 789

Other funds holding NMI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Avior Wealth Management's NMI Position: Q2 2026 in Review

Avior Wealth Management held its Nuveen Municipal Income (NMI) position steady in Q2 2026 at 20,370 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #728.

Avior Wealth Management first reported a position in NMI in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

  • Avior Wealth Management held 20,370 shares of Nuveen Municipal Income worth $224K as of Q2 2026.
  • Avior Wealth Management left its Nuveen Municipal Income share count unchanged in Q2 2026.
  • Nuveen Municipal Income made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #728 holding.
  • Avior Wealth Management first reported a position in Nuveen Municipal Income in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.