CIBC Private Wealth Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

CIBC Private Wealth Group’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 Q2	–	Sell	-131	Closed	-$1.42K	–	3238
2025 Q1	$1.42K	Hold	131	–	–	﹤0.01%	2754
2024 Q4	$1.57K	Hold	131	–	–	﹤0.01%	2735
2024 Q3	$1.73K	Hold	131	–	–	﹤0.01%	2826
2024 Q2	$1.69K	Hold	131	–	–	﹤0.01%	2793
2024 Q1	$1.62K	Buy	+131	New	+$1.59K	﹤0.01%	2787

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

AIA

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

CIBC Private Wealth Group's NMAI Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2025, closing a stake of 131 shares — an estimated $1.42K sold.

CIBC Private Wealth Group first reported a position in NMAI in Q1 2024 and held it in 5 quarters. The position peaked at $1.73K in Q3 2024. 67 funds tracked by Wall St. Rank hold NMAI as of Q2 2025.

CIBC Private Wealth Group reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 131 Nuveen Multi-Asset Income Fund shares in Q2 2025, an estimated $1.42K.
CIBC Private Wealth Group first reported a position in Nuveen Multi-Asset Income Fund in Q1 2024 and held it in 5 quarters.
CIBC Private Wealth Group's Nuveen Multi-Asset Income Fund position peaked at $1.73K in Q3 2024.
67 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.