PSCM
NUMI

Per Stirling Capital Management’s Nuveen Municipal Income ETF NUMI Stock Holding History

Per Stirling Capital Management’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 		$682K Buy
27,350
+305
+1% +$7.7K 0.08% 171
2025
Q4 		$679K Buy
27,045
+10,130
+60% +$254K 0.08% 155
2025
Q3 		$422K Buy
+16,915
New +$413K 0.05% 197

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 $1.69B AUM 28.24% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Per Stirling Capital Management's NUMI Position: Q1 2026 in Review

Per Stirling Capital Management increased its Nuveen Municipal Income ETF (NUMI) stake by 1.1% in Q1 2026, buying an estimated $7.7K and bringing the position to 27,350 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #171.

Per Stirling Capital Management first reported a position in NUMI in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold NUMI as of Q1 2026.

  • Per Stirling Capital Management held 27,350 shares of Nuveen Municipal Income ETF worth $682K as of Q1 2026.
  • Per Stirling Capital Management bought 305 Nuveen Municipal Income ETF shares in Q1 2026, an estimated $7.7K.
  • Nuveen Municipal Income ETF made up 0.08% of Per Stirling Capital Management's portfolio in Q1 2026, its #171 holding.
  • Per Stirling Capital Management first reported a position in Nuveen Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.