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
Q2 		$1.63M Sell
64,684
-137
-0.2% -$3.44K 0.1% 138
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

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
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
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
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

Cornerstone Wealth Group's NUMI Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Nuveen Municipal Income ETF (NUMI) stake by 0.21% in Q2 2026, selling an estimated $3.44K and leaving 64,684 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #138.

Cornerstone Wealth Group first reported a position in NUMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q3 2025. 13 funds tracked by Wall St. Rank hold NUMI as of Q2 2026.

  • Cornerstone Wealth Group held 64,684 shares of Nuveen Municipal Income ETF worth $1.63M as of Q2 2026.
  • Cornerstone Wealth Group sold 137 Nuveen Municipal Income ETF shares in Q2 2026, an estimated $3.44K.
  • Nuveen Municipal Income ETF made up 0.1% of Cornerstone Wealth Group's portfolio in Q2 2026, its #138 holding.
  • Cornerstone Wealth Group first reported a position in Nuveen Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Nuveen Municipal Income ETF position peaked at $1.65M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.