Steward Partners Investment Advisory’s Nuveen Municipal Income NMI Stock Holding History

Steward Partners Investment Advisory’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	$36.4K	Sell	3,300 -450	-12%	-$4.79K	﹤0.01%	3124
2026 Q1	$39.2K	Hold	3,750	–	–	﹤0.01%	2909
2025 Q4	$37.2K	Buy	+3,750	New	+$37.5K	﹤0.01%	2826
2022 Q1	–	Sell	-20,601	Closed	-$236K	–	3338
2021 Q4	$236K	Hold	20,601	–	–	﹤0.01%	1243
2021 Q3	$247K	Hold	20,601	–	–	﹤0.01%	1187
2021 Q2	$244K	Sell	20,601 -2,889	-12%	-$33.5K	﹤0.01%	1415
2021 Q1	$268K	Buy	23,490 +2,889	+14%	+$32.9K	﹤0.01%	1154
2020 Q4	$235K	Hold	20,601	–	–	0.01%	1005
2020 Q3	$245K	Hold	20,601	–	–	0.01%	879
2020 Q2	$221K	Hold	20,601	–	–	0.01%	851
2020 Q1	$232K	Hold	20,601	–	–	0.01%	745
2019 Q4	$232K	Hold	20,601	–	–	0.01%	839
2019 Q3	$236K	Hold	20,601	–	–	0.01%	791
2019 Q2	$231K	Hold	20,601	–	–	0.01%	767
2019 Q1	$224K	Buy	+20,601	New	+$220K	0.01%	713

Other funds holding NMI

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Steward Partners Investment Advisory's NMI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Nuveen Municipal Income (NMI) stake by 12% in Q2 2026, selling an estimated $4.79K and leaving 3,300 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Steward Partners Investment Advisory first reported a position in NMI in Q1 2019 and has held it in 15 quarters since. The position peaked at $268K in Q1 2021. 34 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

Steward Partners Investment Advisory held 3,300 shares of Nuveen Municipal Income worth $36.4K as of Q2 2026.
Steward Partners Investment Advisory sold 450 Nuveen Municipal Income shares in Q2 2026, an estimated $4.79K.
Nuveen Municipal Income made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3124 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Municipal Income in Q1 2019 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Nuveen Municipal Income position peaked at $268K in Q1 2021.
34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.