LWMNY
NUMI

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
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

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Landmark Wealth Management (New York)'s NUMI Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Nuveen Municipal Income ETF (NUMI) stake by 55% in Q1 2026, buying an estimated $402K and bringing the position to 44,742 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #61.

Landmark Wealth Management (New York) first reported a position in NUMI in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold NUMI as of Q1 2026.

  • Landmark Wealth Management (New York) held 44,742 shares of Nuveen Municipal Income ETF worth $1.12M as of Q1 2026.
  • Landmark Wealth Management (New York) bought 15,940 Nuveen Municipal Income ETF shares in Q1 2026, an estimated $402K.
  • Nuveen Municipal Income ETF made up 0.3% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #61 holding.
  • Landmark Wealth Management (New York) first reported a position in Nuveen Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.