Cetera Advisor Networks’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$925K	Buy	74,391 +4,069	+6%	+$49.4K	﹤0.01%	1518
2023 Q4	$865K	Buy	70,322 +7,763	+12%	+$88.9K	﹤0.01%	1466
2023 Q3	$696K	Buy	62,559 +1,607	+3%	+$18.8K	﹤0.01%	1533
2023 Q2	$711K	Buy	60,952 +751	+1%	+$8.7K	﹤0.01%	1480
2023 Q1	$695K	Buy	60,201 +2,729	+5%	+$32.9K	0.01%	1463
2022 Q4	$660K	Buy	57,472 +347	+0.6%	+$4.04K	0.01%	1451
2022 Q3	$651K	Buy	57,125 +2,499	+5%	+$33.4K	0.01%	1131
2022 Q2	$721K	Sell	54,626 -556	-1%	-$8.11K	0.01%	1052
2022 Q1	$894K	Buy	55,182 +12,305	+29%	+$209K	0.01%	976
2021 Q4	$800K	Buy	+42,877	New	+$780K	0.01%	1009

Other funds holding NMAI

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

HBCM

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

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Advisor Networks's NMAI Position: Q1 2024 in Review

Cetera Advisor Networks increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 5.8% in Q1 2024, buying an estimated $49.4K and bringing the position to 74,391 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Cetera Advisor Networks first reported a position in NMAI in Q4 2021 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold NMAI as of Q1 2024.

Cetera Advisor Networks held 74,391 shares of Nuveen Multi-Asset Income Fund worth $925K as of Q1 2024.
Cetera Advisor Networks bought 4,069 Nuveen Multi-Asset Income Fund shares in Q1 2024, an estimated $49.4K.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1518 holding.
Cetera Advisor Networks first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 10 quarters since.
71 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.