EE
NMI icon

EWG Elevate’s Nuveen Municipal Income NMI Stock Holding History

EWG Elevate’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
2025
Q3 		$202K Hold
20,370
– – 0.06% 114
2025
Q2 		$205K Hold
20,370
– – 0.06% 138
2025
Q1 		$200K Buy
+20,370
New +$199K 0.07% 118
2023
Q1 		– Sell
-7,670
Closed -$72.1K – 518
2022
Q4 		$72.1K Buy
+7,670
New +$68.4K 0.04% 141

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

EWG Elevate's NMI Position: Q3 2025 in Review

EWG Elevate held its Nuveen Municipal Income (NMI) position steady in Q3 2025 at 20,370 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #114.

EWG Elevate first reported a position in NMI in Q4 2022 and has held it in 4 quarters since. The position peaked at $205K in Q2 2025. 26 funds tracked by Wall St. Rank hold NMI as of Q3 2025.

  • EWG Elevate held 20,370 shares of Nuveen Municipal Income worth $202K as of Q3 2025.
  • EWG Elevate left its Nuveen Municipal Income share count unchanged in Q3 2025.
  • Nuveen Municipal Income made up 0.06% of EWG Elevate's portfolio in Q3 2025, its #114 holding.
  • EWG Elevate first reported a position in Nuveen Municipal Income in Q4 2022 and has held it in 4 quarters since.
  • EWG Elevate's Nuveen Municipal Income position peaked at $205K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.