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&Partners’s Nuveen Municipal Income NMI Stock Holding History

&Partners’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
Q2 		– Sell
-12,775
Closed -$134K – 2551
2026
Q1 		$134K Sell
12,775
-1,039
-8% -$10.4K ﹤0.01% 2314
2025
Q4 		$137K Buy
+13,814
New +$138K ﹤0.01% 2188
2025
Q3 		– Sell
-11,668
Closed -$117K – 2164
2025
Q2 		$117K Buy
11,668
+18
+0.2% +$176 ﹤0.01% 1917
2025
Q1 		$113K Buy
11,650
+6
+0.1% +$59 ﹤0.01% 1703
2024
Q4 		$110K Buy
11,644
+126
+1% +$1.22K ﹤0.01% 1605
2024
Q3 		$116K Sell
11,518
-1,025
-8% -$10.3K ﹤0.01% 1359
2024
Q2 		$123K Sell
12,543
-913
-7% -$8.55K 0.01% 870
2024
Q1 		$127K Buy
13,456
+17
+0.1% +$158 0.02% 473
2023
Q4 		$124K Buy
13,439
+33
+0.2% +$289 0.03% 286
2023
Q3 		$115K Buy
13,406
+22
+0.2% +$204 0.05% 175
2023
Q2 		$126K Buy
13,384
+1,830
+16% +$17.4K 0.06% 187
2023
Q1 		$108K Buy
11,554
+14
+0.1% +$133 0.05% 179
2022
Q4 		$108K Sell
11,540
-811
-7% -$7.23K 0.05% 180
2022
Q3 		$107K Buy
12,351
+1,473
+14% +$13.6K 0.06% 179
2022
Q2 		$101K Buy
10,878
+17
+0.2% +$161 0.06% 187
2022
Q1 		$109K Sell
10,861
-5,693
-34% -$60.4K 0.06% 191
2021
Q4 		$190K Buy
16,554
+12
+0.1% +$141 0.11% 174
2021
Q3 		$199K Buy
16,542
+10
+0.1% +$119 0.13% 175
2021
Q2 		$196K Sell
16,532
-24,375
-60% -$283K 0.13% 174
2021
Q1 		$468K Buy
40,907
+5,783
+16% +$65.8K 0.34% 74
2020
Q4 		$400K Sell
35,124
-907
-3% -$10.3K 0.34% 70
2020
Q3 		$428K Buy
36,031
+123
+0.3% +$1.41K 0.44% 61
2020
Q2 		$385K Buy
35,908
+970
+3% +$10.2K 0.47% 58
2020
Q1 		$395K Buy
34,938
+1,325
+4% +$14.9K 0.61% 50
2019
Q4 		$379K Buy
33,613
+2,178
+7% +$24.7K 0.45% 75
2019
Q3 		$362K Buy
+31,435
New +$359K 0.47% 74

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

&Partners's NMI Position: Q2 2026 in Review

&Partners sold out of Nuveen Municipal Income (NMI) in Q2 2026, closing a stake of 12,775 shares — an estimated $134K sold.

&Partners first reported a position in NMI in Q3 2019 and held it in 26 quarters. The position peaked at $468K in Q1 2021. 34 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

  • &Partners reported no remaining Nuveen Municipal Income position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 12,775 Nuveen Municipal Income shares in Q2 2026, an estimated $134K.
  • &Partners first reported a position in Nuveen Municipal Income in Q3 2019 and held it in 26 quarters.
  • &Partners's Nuveen Municipal Income position peaked at $468K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.