Commonwealth Equity Services
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Commonwealth Equity Services’s Nuveen Municipal Income NMI Stock Holding History

Commonwealth Equity Services’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 		$232K Buy
24,858
+191
+0.8% +$1.99K ﹤0.01% 3957
2026
Q2 		$272K Buy
24,667
+198
+0.8% +$2.11K ﹤0.01% 3847
2026
Q1 		$256K Sell
24,469
-8,612
-26% -$86.4K ﹤0.01% 3772
2025
Q4 		$328K Buy
33,081
+2,665
+9% +$26.7K ﹤0.01% 3575
2025
Q3 		$301K Buy
30,416
+2,908
+11% +$28.7K ﹤0.01% 3638
2025
Q2 		$276K Buy
27,508
+8,630
+46% +$84.3K ﹤0.01% 3671
2025
Q1 		$186K Buy
18,878
+2,371
+14% +$23.2K ﹤0.01% 3866
2024
Q4 		$155K Sell
16,507
-8,601
-34% -$83.2K ﹤0.01% 3822
2024
Q3 		$252K Buy
25,108
+7,443
+42% +$75K ﹤0.01% 3501
2024
Q2 		$173K Buy
17,665
+929
+6% +$8.7K ﹤0.01% 3685
2024
Q1 		$158K Buy
16,736
+161
+1% +$1.5K ﹤0.01% 3698
2023
Q4 		$152K Sell
16,575
-3,918
-19% -$34.3K ﹤0.01% 3597
2023
Q3 		$176K Sell
20,493
-535
-3% -$4.96K ﹤0.01% 3426
2023
Q2 		$198K Buy
21,028
+1,049
+5% +$10K ﹤0.01% 3412
2023
Q1 		$186K Buy
19,979
+842
+4% +$7.99K ﹤0.01% 3347
2022
Q4 		$179K Buy
19,137
+3,056
+19% +$27.3K ﹤0.01% 3273
2022
Q3 		$139K Buy
16,081
+37
+0.2% +$343 ﹤0.01% 3299
2022
Q2 		$148K Buy
16,044
+34
+0.2% +$321 ﹤0.01% 3292
2022
Q1 		$160K Buy
16,010
+21
+0.1% +$223 ﹤0.01% 3388
2021
Q4 		$183K Buy
15,989
+39
+0.2% +$457 ﹤0.01% 3327
2021
Q3 		$191K Buy
15,950
+33
+0.2% +$392 ﹤0.01% 3290
2021
Q2 		$188K Buy
15,917
+35
+0.2% +$406 ﹤0.01% 3289
2021
Q1 		$181K Sell
15,882
-5,214
-25% -$59.3K ﹤0.01% 3154
2020
Q4 		$240K Buy
21,096
+5,284
+33% +$59.8K ﹤0.01% 2768
2020
Q3 		$188K Sell
15,812
-1,169
-7% -$13.4K ﹤0.01% 2749
2020
Q2 		$181K Sell
16,981
-463
-3% -$4.86K ﹤0.01% 2637
2020
Q1 		$197K Buy
17,444
+10
+0.1% +$113 ﹤0.01% 2402
2019
Q4 		$196K Buy
17,434
+4,025
+30% +$45.7K ﹤0.01% 2626
2019
Q3 		$154K Buy
13,409
+16
+0.1% +$183 ﹤0.01% 2608
2019
Q2 		$150K Buy
13,393
+1,138
+9% +$12.6K ﹤0.01% 2579
2019
Q1 		$133K Buy
12,255
+36
+0.3% +$384 ﹤0.01% 2554
2018
Q4 		$123K Buy
+12,219
New +$124K ﹤0.01% 2454

Other funds holding NMI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services's NMI Position: Q3 2026 in Review

Commonwealth Equity Services increased its Nuveen Municipal Income (NMI) stake by 0.77% in Q3 2026, buying an estimated $1.99K and bringing the position to 24,858 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

Commonwealth Equity Services first reported a position in NMI in Q4 2018 and has held it in 32 quarters since. The position peaked at $328K in Q4 2025. 14 funds tracked by Wall St. Rank hold NMI as of Q3 2026.

  • Commonwealth Equity Services held 24,858 shares of Nuveen Municipal Income worth $232K as of Q3 2026.
  • Commonwealth Equity Services bought 191 Nuveen Municipal Income shares in Q3 2026, an estimated $1.99K.
  • Nuveen Municipal Income made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3957 holding.
  • Commonwealth Equity Services first reported a position in Nuveen Municipal Income in Q4 2018 and has held it in 32 quarters since.
  • Commonwealth Equity Services's Nuveen Municipal Income position peaked at $328K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.