Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$826K Buy
58,270
+4,041
+7% +$55.6K ﹤0.01% 2480
2026
Q1 		$672K Buy
54,229
+324
+0.6% +$4.28K ﹤0.01% 2543
2025
Q4 		$703K Buy
53,905
+1,291
+2% +$16.8K ﹤0.01% 2416
2025
Q3 		$683K Buy
52,614
+23,381
+80% +$297K ﹤0.01% 2376
2025
Q2 		$369K Buy
29,233
+4,086
+16% +$49.3K ﹤0.01% 2806
2025
Q1 		$302K Buy
25,147
+1,491
+6% +$18.4K ﹤0.01% 2859
2024
Q4 		$285K Buy
23,656
+128
+0.5% +$1.62K ﹤0.01% 2876
2024
Q3 		$311K Sell
23,528
-1,784
-7% -$23.3K ﹤0.01% 2809
2024
Q2 		$313K Buy
25,312
+347
+1% +$4.21K ﹤0.01% 2672
2024
Q1 		$311K Buy
24,965
+181
+0.7% +$2.2K ﹤0.01% 2670
2023
Q4 		$305K Sell
24,784
-4,109
-14% -$47K ﹤0.01% 2584
2023
Q3 		$321K Sell
28,893
-2,273
-7% -$26.6K ﹤0.01% 2444
2023
Q2 		$363K Sell
31,166
-261
-0.8% -$3.02K ﹤0.01% 2385
2023
Q1 		$363K Sell
31,427
-2,103
-6% -$25.4K ﹤0.01% 2319
2022
Q4 		$385K Sell
33,530
-2,419
-7% -$28.1K ﹤0.01% 2239
2022
Q3 		$409K Buy
35,949
+1,011
+3% +$13.5K ﹤0.01% 2098
2022
Q2 		$461K Sell
34,938
-8,581
-20% -$125K ﹤0.01% 2022
2022
Q1 		$705K Buy
43,519
+1,315
+3% +$22.3K ﹤0.01% 1834
2021
Q4 		$787K Buy
+42,204
New +$768K ﹤0.01% 1749

Other funds holding NMAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors's NMAI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 7.5% in Q2 2026, buying an estimated $55.6K and bringing the position to 58,270 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Cambridge Investment Research Advisors first reported a position in NMAI in Q4 2021 and has held it in 19 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Cambridge Investment Research Advisors held 58,270 shares of Nuveen Multi-Asset Income Fund worth $826K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,041 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $55.6K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2480 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 19 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.