CWG
NUMI

Cornerstone Wealth Group’s Nuveen Municipal Income ETF NUMI Stock Holding History

Cornerstone Wealth Group’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
Q1 		$1.63M Buy
64,821
+3,285
+5% +$82.9K 0.1% 134
2025
Q4 		$1.54M Sell
61,536
-4,803
-7% -$121K 0.11% 122
2025
Q3 		$1.65M Buy
66,339
+1,265
+2% +$30.9K 0.11% 119
2025
Q2 		$1.6M Buy
+65,074
New +$1.59M 0.12% 113

Other funds holding NUMI

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Cornerstone Wealth Group's NUMI Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Nuveen Municipal Income ETF (NUMI) stake by 5.3% in Q1 2026, buying an estimated $82.9K and bringing the position to 64,821 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #134.

Cornerstone Wealth Group first reported a position in NUMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q3 2025. 8 funds tracked by Wall St. Rank hold NUMI as of Q1 2026.

  • Cornerstone Wealth Group held 64,821 shares of Nuveen Municipal Income ETF worth $1.63M as of Q1 2026.
  • Cornerstone Wealth Group bought 3,285 Nuveen Municipal Income ETF shares in Q1 2026, an estimated $82.9K.
  • Nuveen Municipal Income ETF made up 0.1% of Cornerstone Wealth Group's portfolio in Q1 2026, its #134 holding.
  • Cornerstone Wealth Group first reported a position in Nuveen Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's Nuveen Municipal Income ETF position peaked at $1.65M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.