Carson Wealth (CWM LLC)’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Carson Wealth (CWM LLC)’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	$6.2K	Buy	+500	New	+$6.61K	﹤0.01%	4953
2025 Q3	–	Sell	-354	Closed	-$4K	–	5445
2025 Q2	$4K	Hold	354	–	–	﹤0.01%	4697
2025 Q1	$4K	Hold	354	–	–	﹤0.01%	4557
2024 Q4	$4K	Hold	354	–	–	﹤0.01%	4336
2024 Q3	$5K	Buy	+354	New	+$4.63K	﹤0.01%	4119
2023 Q4	–	Sell	-1,257	Closed	-$14K	–	4396
2023 Q3	$14K	Sell	1,257 -171	-12%	-$2K	﹤0.01%	2933
2023 Q2	$17K	Buy	1,428 +171	+14%	+$1.98K	﹤0.01%	2749
2023 Q1	$15K	Buy	1,257 +1,247	+12,470%	+$15K	﹤0.01%	2701
2022 Q4	$0	Hold	10	–	–	﹤0.01%	4154
2022 Q3	$0	Sell	10 -4,092	-100%	-$54.7K	﹤0.01%	4101
2022 Q2	$54K	Buy	+4,102	New	+$59.8K	﹤0.01%	1600

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

Carson Wealth (CWM LLC)'s NMAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026: 500 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #4953 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NMAI as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in NMAI in Q2 2022 and has held it in 11 quarters since. The position peaked at $54K in Q2 2022. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Carson Wealth (CWM LLC) held 500 shares of Nuveen Multi-Asset Income Fund worth $6.2K as of Q1 2026.
Nuveen Multi-Asset Income Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4953 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen Multi-Asset Income Fund in Q2 2022 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Nuveen Multi-Asset Income Fund position peaked at $54K in Q2 2022.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.