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Ameritas Advisory Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Ameritas Advisory Services’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,014
Closed -$12.8K – 2640
2025
Q2 		$12.8K Buy
+1,014
New +$12.2K ﹤0.01% 1918
2023
Q2 		– Sell
-1,014
Closed -$11.9K – 1851
2023
Q1 		$11.9K Buy
+1,014
New +$12.2K ﹤0.01% 1830

Other funds holding NMAI

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's NMAI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q3 2025, closing a stake of 1,014 shares — an estimated $12.8K sold.

Ameritas Advisory Services first reported a position in NMAI in Q1 2023 and held it in 2 quarters. The position peaked at $12.8K in Q2 2025. 73 funds tracked by Wall St. Rank hold NMAI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Nuveen Multi-Asset Income Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,014 Nuveen Multi-Asset Income Fund shares in Q3 2025, an estimated $12.8K.
  • Ameritas Advisory Services first reported a position in Nuveen Multi-Asset Income Fund in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Nuveen Multi-Asset Income Fund position peaked at $12.8K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.