COFG Advisors’s Nuveen Municipal Income ETF NUMI Stock Holding History

COFG Advisors’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	$200K	Buy	+7,942	New	+$199K	0.03%	312

Other funds holding NUMI

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

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

COFG Advisors's NUMI Position: Q2 2026 in Review

COFG Advisors opened a new position in Nuveen Municipal Income ETF (NUMI) in Q2 2026: 7,942 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings.

13 funds tracked by Wall St. Rank hold NUMI as of Q2 2026.

COFG Advisors held 7,942 shares of Nuveen Municipal Income ETF worth $200K as of Q2 2026.
Nuveen Municipal Income ETF was a new COFG Advisors position in Q2 2026.
Nuveen Municipal Income ETF made up 0.03% of COFG Advisors's portfolio in Q2 2026, its #312 holding.
13 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.