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WESPAC Advisors’s Nuveen Municipal Income NMI Stock Holding History

WESPAC Advisors’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 		$105K Hold
10,000
– – 0.06% 174
2025
Q4 		$99.3K Hold
10,000
– – 0.05% 175
2025
Q3 		$99.1K Hold
10,000
– – 0.06% 177
2025
Q2 		$101K Hold
10,000
– – 0.07% 170
2025
Q1 		$98.4K Hold
10,000
– – 0.08% 151
2024
Q4 		$94.1K Buy
+10,000
New +$96.7K 0.07% 158

Other funds holding NMI

Jones Financial Companies
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

WESPAC Advisors's NMI Position: Q1 2026 in Review

WESPAC Advisors held its Nuveen Municipal Income (NMI) position steady in Q1 2026 at 10,000 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #174.

WESPAC Advisors first reported a position in NMI in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • WESPAC Advisors held 10,000 shares of Nuveen Municipal Income worth $105K as of Q1 2026.
  • WESPAC Advisors left its Nuveen Municipal Income share count unchanged in Q1 2026.
  • Nuveen Municipal Income made up 0.06% of WESPAC Advisors's portfolio in Q1 2026, its #174 holding.
  • WESPAC Advisors first reported a position in Nuveen Municipal Income in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.