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Blake Schutter Theil Wealth Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Blake Schutter Theil Wealth Advisors’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
Q1 		– Sell
-12,214
Closed -$147K – 114
2024
Q4 		$147K Hold
12,214
– – 0.16% 115
2024
Q3 		$161K Buy
+12,214
New +$160K 0.12% 157

Other funds holding NMAI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's NMAI Position: Q1 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2025, closing a stake of 12,214 shares — an estimated $147K sold.

Blake Schutter Theil Wealth Advisors first reported a position in NMAI in Q3 2024 and held it in 2 quarters. The position peaked at $161K in Q3 2024. 64 funds tracked by Wall St. Rank hold NMAI as of Q1 2025.

  • Blake Schutter Theil Wealth Advisors reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2025 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 12,214 Nuveen Multi-Asset Income Fund shares in Q1 2025, an estimated $147K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q3 2024 and held it in 2 quarters.
  • Blake Schutter Theil Wealth Advisors's Nuveen Multi-Asset Income Fund position peaked at $161K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.