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Westfuller Advisors’s Nuveen Municipal Income NMI Stock Holding History

Westfuller 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
Q2 		– Sell
-19
Closed -$202 – 789
2026
Q1 		$202 Hold
19
– – ﹤0.01% 732
2025
Q4 		$190 Hold
19
– – ﹤0.01% 749
2025
Q3 		$187 Buy
+19
New +$188 ﹤0.01% 744

Other funds holding NMI

Jones Financial Companies
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
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

Westfuller Advisors's NMI Position: Q2 2026 in Review

Westfuller Advisors sold out of Nuveen Municipal Income (NMI) in Q2 2026, closing a stake of 19 shares — an estimated $202 sold.

Westfuller Advisors first reported a position in NMI in Q3 2025 and held it in 3 quarters. The position peaked at $202 in Q1 2026. 34 funds tracked by Wall St. Rank hold NMI as of Q2 2026.

  • Westfuller Advisors reported no remaining Nuveen Municipal Income position as of Q2 2026 after selling out during the quarter.
  • Westfuller Advisors sold 19 Nuveen Municipal Income shares in Q2 2026, an estimated $202.
  • Westfuller Advisors first reported a position in Nuveen Municipal Income in Q3 2025 and held it in 3 quarters.
  • Westfuller Advisors's Nuveen Municipal Income position peaked at $202 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.