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Fourth Dimension Wealth’s Nuveen Municipal Income NMI Stock Holding History

Fourth Dimension Wealth’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
Q2 		– Sell
-463
Closed -$4.56K – 636
2025
Q1 		$4.56K Hold
463
– – ﹤0.01% 503
2024
Q4 		$4.36K Buy
+463
New +$4.48K ﹤0.01% 511

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
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fourth Dimension Wealth's NMI Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Nuveen Municipal Income (NMI) in Q2 2025, closing a stake of 463 shares — an estimated $4.56K sold.

Fourth Dimension Wealth first reported a position in NMI in Q4 2024 and held it in 2 quarters. The position peaked at $4.56K in Q1 2025. 25 funds tracked by Wall St. Rank hold NMI as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Nuveen Municipal Income position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 463 Nuveen Municipal Income shares in Q2 2025, an estimated $4.56K.
  • Fourth Dimension Wealth first reported a position in Nuveen Municipal Income in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Nuveen Municipal Income position peaked at $4.56K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.