BEI
NUMI

Benjamin Edwards Inc’s Nuveen Municipal Income ETF NUMI Stock Holding History

Benjamin Edwards Inc’s Portfolio NUMI Stock Details NUMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Buy
29,957
+995
+3% +$25K 0.01% 906
2026
Q1 		$723K Buy
+28,962
New +$731K 0.01% 862

Other funds holding NUMI

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM

Benjamin Edwards Inc's NUMI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Nuveen Municipal Income ETF (NUMI) stake by 3.4% in Q2 2026, buying an estimated $25K and bringing the position to 29,957 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #906.

Benjamin Edwards Inc first reported a position in NUMI in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold NUMI as of Q2 2026.

  • Benjamin Edwards Inc held 29,957 shares of Nuveen Municipal Income ETF worth $756K as of Q2 2026.
  • Benjamin Edwards Inc bought 995 Nuveen Municipal Income ETF shares in Q2 2026, an estimated $25K.
  • Nuveen Municipal Income ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #906 holding.
  • Benjamin Edwards Inc first reported a position in Nuveen Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.