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 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 $208B AUM 16.12% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Steward Partners Investment Advisory's NMI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Nuveen Municipal Income (NMI) position steady in Q1 2026 at 3,750 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Steward Partners Investment Advisory first reported a position in NMI in Q1 2019 and has held it in 14 quarters since. The position peaked at $268K in Q1 2021. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

Steward Partners Investment Advisory held 3,750 shares of Nuveen Municipal Income worth $39.2K as of Q1 2026.
Steward Partners Investment Advisory left its Nuveen Municipal Income share count unchanged in Q1 2026.
Nuveen Municipal Income made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2909 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Municipal Income in Q1 2019 and has held it in 14 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.