Fortitude Advisory Group’s Nuveen Municipal Income NMI Stock Holding History

Fortitude Advisory Group’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 Q2	$297K	Hold	26,920	–	–	0.11%	166
2026 Q1	$281K	Hold	26,920	–	–	0.13%	159
2025 Q4	$267K	Hold	26,920	–	–	0.11%	160
2025 Q3	$267K	Hold	26,920	–	–	0.14%	156
2025 Q2	$271K	Hold	26,920	–	–	0.15%	152
2025 Q1	$260K	Hold	26,920	–	–	0.19%	135
2024 Q4	$253K	Hold	26,920	–	–	0.15%	147
2024 Q3	$270K	Hold	26,920	–	–	0.17%	141
2024 Q2	$264K	Hold	26,920	–	–	0.16%	139
2024 Q1	$254K	Hold	26,920	–	–	0.14%	152
2023 Q4	$248K	Buy	26,920 +2,320	+9%	+$20.3K	0.15%	162
2023 Q3	$212K	Buy	24,600 +1,543	+7%	+$14.3K	0.14%	170
2023 Q2	$217K	Hold	23,057	–	–	0.16%	170
2023 Q1	$216K	Hold	23,057	–	–	0.17%	176
2022 Q4	$217K	Hold	23,057	–	–	0.18%	174
2022 Q3	$200K	Sell	23,057 -600	-3%	-$5.56K	0.19%	171
2022 Q2	$219K	Hold	23,657	–	–	0.2%	159
2022 Q1	$237K	Buy	23,657 +961	+4%	+$10.2K	0.13%	171
2021 Q4	$260K	Buy	+22,696	New	+$266K	0.13%	151

Other funds holding NMI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

URS Advisory Jupiter, Florida $180M AUM

Fortitude Advisory Group's NMI Position: Q2 2026 in Review

Fortitude Advisory Group held its Nuveen Municipal Income (NMI) position steady in Q2 2026 at 26,920 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #166.

Fortitude Advisory Group first reported a position in NMI in Q4 2021 and has held it in 19 quarters since. 13 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

Fortitude Advisory Group held 26,920 shares of Nuveen Municipal Income worth $297K as of Q2 2026.
Fortitude Advisory Group left its Nuveen Municipal Income share count unchanged in Q2 2026.
Nuveen Municipal Income made up 0.11% of Fortitude Advisory Group's portfolio in Q2 2026, its #166 holding.
Fortitude Advisory Group first reported a position in Nuveen Municipal Income in Q4 2021 and has held it in 19 quarters since.
13 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.