Level Four Advisory Services’s Nuveen Municipal Income NMI Stock Holding History

Level Four 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
2024 Q2	–	Sell	-14,450	Closed	-$133K	–	840
2024 Q1	$133K	Hold	14,450	–	–	0.01%	735
2023 Q4	$133K	Hold	14,450	–	–	0.01%	731
2023 Q3	$124K	Hold	14,450	–	–	0.01%	708
2023 Q2	$136K	Hold	14,450	–	–	0.01%	767
2023 Q1	$135K	Buy	14,450 +3,450	+31%	+$32.8K	0.01%	724
2022 Q4	$103K	Buy	+11,000	New	+$98.1K	0.01%	643

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

Level Four Advisory Services's NMI Position: Q2 2024 in Review

Level Four Advisory Services sold out of Nuveen Municipal Income (NMI) in Q2 2024, closing a stake of 14,450 shares — an estimated $133K sold.

Level Four Advisory Services first reported a position in NMI in Q4 2022 and held it in 6 quarters. The position peaked at $136K in Q2 2023. 21 funds tracked by Wall St. Rank hold NMI as of Q2 2024.

Level Four Advisory Services reported no remaining Nuveen Municipal Income position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 14,450 Nuveen Municipal Income shares in Q2 2024, an estimated $133K.
Level Four Advisory Services first reported a position in Nuveen Municipal Income in Q4 2022 and held it in 6 quarters.
Level Four Advisory Services's Nuveen Municipal Income position peaked at $136K in Q2 2023.
21 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.