Avior Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Avior Wealth Management’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
2026 Q1	–	Sell	-13,249	Closed	-$173K	–	848
2025 Q4	$173K	Buy	13,249 +487	+4%	+$6.35K	0.01%	726
2025 Q3	$166K	Buy	12,762 +1,093	+9%	+$13.9K	0.01%	700
2025 Q2	$147K	Sell	11,669 -12,009	-51%	-$145K	0.01%	673
2025 Q1	$285K	Buy	23,678 +8,391	+55%	+$103K	0.01%	563
2024 Q4	$184K	Buy	15,287 +5,896	+63%	+$74.4K	0.01%	725
2024 Q3	$124K	Buy	9,391 +291	+3%	+$3.8K	﹤0.01%	821
2024 Q2	$112K	Buy	9,100 +268	+3%	+$3.25K	﹤0.01%	828
2024 Q1	$110K	Buy	+8,832	New	+$107K	0.01%	925

Other funds holding NMAI

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Avior Wealth Management's NMAI Position: Q1 2026 in Review

Avior Wealth Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026, closing a stake of 13,249 shares — an estimated $173K sold.

Avior Wealth Management first reported a position in NMAI in Q1 2024 and held it in 8 quarters. The position peaked at $285K in Q1 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Avior Wealth Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2026 after selling out during the quarter.
Avior Wealth Management sold 13,249 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $173K.
Avior Wealth Management first reported a position in Nuveen Multi-Asset Income Fund in Q1 2024 and held it in 8 quarters.
Avior Wealth Management's Nuveen Multi-Asset Income Fund position peaked at $285K in Q1 2025.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.