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 Q2	$690K	Hold	27,350	–	–	0.07%	185
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

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

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 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

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

Per Stirling Capital Management's NUMI Position: Q2 2026 in Review

Per Stirling Capital Management held its Nuveen Municipal Income ETF (NUMI) position steady in Q2 2026 at 27,350 shares worth $690K. The position accounts for 0.07% of the portfolio, ranked #185.

Per Stirling Capital Management first reported a position in NUMI in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold NUMI as of Q2 2026.

Per Stirling Capital Management held 27,350 shares of Nuveen Municipal Income ETF worth $690K as of Q2 2026.
Per Stirling Capital Management left its Nuveen Municipal Income ETF share count unchanged in Q2 2026.
Nuveen Municipal Income ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q2 2026, its #185 holding.
Per Stirling Capital Management first reported a position in Nuveen Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held Nuveen Municipal Income ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.