Landmark Wealth Management (New York)’s Nuveen Municipal Income ETF NUMI Stock Holding History

Landmark Wealth Management (New York)’s Portfolio NUMI Stock Details NUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	45,745 +1,003	+2%	+$25.2K	0.28%	69
2026 Q1	$1.12M	Buy	44,742 +15,940	+55%	+$402K	0.3%	61
2025 Q4	$723K	Buy	28,802 +1,263	+5%	+$31.7K	0.28%	49
2025 Q3	$687K	Buy	27,539 +2,241	+9%	+$54.8K	0.27%	51
2025 Q2	$622K	Buy	+25,298	New	+$617K	0.26%	52

Other funds holding NUMI

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

Landmark Wealth Management (New York)'s NUMI Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Nuveen Municipal Income ETF (NUMI) stake by 2.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 45,745 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #69.

Landmark Wealth Management (New York) first reported a position in NUMI in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold NUMI as of Q2 2026.

Landmark Wealth Management (New York) held 45,745 shares of Nuveen Municipal Income ETF worth $1.15M as of Q2 2026.
Landmark Wealth Management (New York) bought 1,003 Nuveen Municipal Income ETF shares in Q2 2026, an estimated $25.2K.
Nuveen Municipal Income ETF made up 0.28% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #69 holding.
Landmark Wealth Management (New York) first reported a position in Nuveen Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.