Kaizen Financial Strategies’s Nuveen Municipal Income NMI Stock Holding History

Kaizen Financial Strategies’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
2024 Q2	–	Sell	-75,395	Closed	-$712K	–	149
2024 Q1	$712K	Sell	75,395 -22,925	-23%	-$213K	0.48%	38
2023 Q4	$905K	Sell	98,320 -8,874	-8%	-$77.7K	0.69%	27
2023 Q3	$922K	Sell	107,194 -23,612	-18%	-$219K	0.78%	28
2023 Q2	$1.23M	Sell	130,806 -3,855	-3%	-$36.6K	1.05%	20
2023 Q1	$1.26M	Sell	134,661 -7,605	-5%	-$72.2K	1.24%	19
2022 Q4	$1.38M	Sell	142,266 -13,269	-9%	-$118K	1.36%	23
2022 Q3	$1.35M	Buy	155,535 +7,763	+5%	+$71.9K	1.37%	21
2022 Q2	$1.37M	Sell	147,772 -4,157	-3%	-$39.3K	1.35%	20
2022 Q1	$1.52M	Buy	151,929 +99,839	+192%	+$1.06M	1.19%	24
2021 Q4	$597K	Buy	+52,090	New	+$611K	0.45%	55

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kaizen Financial Strategies's NMI Position: Q2 2024 in Review

Kaizen Financial Strategies sold out of Nuveen Municipal Income (NMI) in Q2 2024, closing a stake of 75,395 shares — an estimated $712K sold.

Kaizen Financial Strategies first reported a position in NMI in Q4 2021 and held it in 10 quarters. The position peaked at $1.52M in Q1 2022. 21 funds tracked by Wall St. Rank hold NMI as of Q2 2024.

Kaizen Financial Strategies reported no remaining Nuveen Municipal Income position as of Q2 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 75,395 Nuveen Municipal Income shares in Q2 2024, an estimated $712K.
Kaizen Financial Strategies first reported a position in Nuveen Municipal Income in Q4 2021 and held it in 10 quarters.
Kaizen Financial Strategies's Nuveen Municipal Income position peaked at $1.52M in Q1 2022.
21 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2024.

Based on Kaizen Financial Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.