Kestra Advisory Services
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Kestra Advisory Services’s Nuveen Municipal Income NMI Stock Holding History

Kestra Advisory Services’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
Q3 		$232K Buy
24,840
+135
+0.5% +$1.41K ﹤0.01% 3151
2026
Q2 		$272K Buy
24,705
+12,681
+105% +$135K ﹤0.01% 2853
2026
Q1 		$126K Buy
12,024
+6,524
+119% +$65.4K ﹤0.01% 3007
2025
Q4 		$54.6K Sell
5,500
-21,332
-80% -$214K ﹤0.01% 3874
2025
Q3 		$266K Sell
26,832
-6,242
-19% -$61.6K ﹤0.01% 2545
2025
Q2 		$332K Buy
33,074
+8,585
+35% +$83.9K ﹤0.01% 2272
2025
Q1 		$241K Buy
24,489
+87
+0.4% +$850 ﹤0.01% 2338
2024
Q4 		$230K Sell
24,402
-4,137
-14% -$40K ﹤0.01% 2405
2024
Q3 		$287K Buy
28,539
+2,404
+9% +$24.2K ﹤0.01% 2126
2024
Q2 		$256K Buy
26,135
+48
+0.2% +$449 ﹤0.01% 2217
2024
Q1 		$247K Buy
26,087
+2,022
+8% +$18.8K ﹤0.01% 2137
2023
Q4 		$221K Sell
24,065
-1,867
-7% -$16.4K ﹤0.01% 2039
2023
Q3 		$223K Buy
25,932
+38
+0.1% +$352 ﹤0.01% 1872
2023
Q2 		$244K Buy
25,894
+36
+0.1% +$342 ﹤0.01% 1778
2023
Q1 		$242K Buy
25,858
+23
+0.1% +$218 ﹤0.01% 1702
2022
Q4 		$243K Sell
25,835
-1,735
-6% -$15.5K ﹤0.01% 1888
2022
Q3 		$240K Buy
27,570
+32
+0.1% +$296 ﹤0.01% 1737
2022
Q2 		$255K Sell
27,538
-1,619
-6% -$15.3K ﹤0.01% 1736
2022
Q1 		$292K Buy
29,157
+3,905
+15% +$41.4K ﹤0.01% 1609
2021
Q4 		$289K Sell
25,252
-1,204
-5% -$14.1K ﹤0.01% 1622
2021
Q3 		$317K Buy
26,456
+8,558
+48% +$102K ﹤0.01% 1635
2021
Q2 		$212K Buy
17,898
+3,316
+23% +$38.5K ﹤0.01% 1831
2021
Q1 		$167K Buy
14,582
+1,012
+7% +$11.5K ﹤0.01% 1765
2020
Q4 		$153K Buy
+13,570
New +$154K ﹤0.01% 1751

Other funds holding NMI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Kestra Advisory Services's NMI Position: Q3 2026 in Review

Kestra Advisory Services increased its Nuveen Municipal Income (NMI) stake by 0.55% in Q3 2026, buying an estimated $1.41K and bringing the position to 24,840 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Kestra Advisory Services first reported a position in NMI in Q4 2020 and has held it in 24 quarters since. The position peaked at $332K in Q2 2025. 14 funds tracked by Wall St. Rank hold NMI as of Q3 2026.

  • Kestra Advisory Services held 24,840 shares of Nuveen Municipal Income worth $232K as of Q3 2026.
  • Kestra Advisory Services bought 135 Nuveen Municipal Income shares in Q3 2026, an estimated $1.41K.
  • Nuveen Municipal Income made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3151 holding.
  • Kestra Advisory Services first reported a position in Nuveen Municipal Income in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Nuveen Municipal Income position peaked at $332K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.