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

Evolve Private Wealth’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 		$706K Sell
56,962
-619
-1% -$8.18K 0.04% 437
2025
Q4 		$751K Buy
+57,581
New +$751K 0.04% 382

Other funds holding NMAI

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evolve Private Wealth's NMAI Position: Q1 2026 in Review

Evolve Private Wealth reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 1.1% in Q1 2026, selling an estimated $8.18K and leaving 56,962 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #437.

Evolve Private Wealth first reported a position in NMAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $751K in Q4 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

  • Evolve Private Wealth held 56,962 shares of Nuveen Multi-Asset Income Fund worth $706K as of Q1 2026.
  • Evolve Private Wealth sold 619 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $8.18K.
  • Nuveen Multi-Asset Income Fund made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #437 holding.
  • Evolve Private Wealth first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Nuveen Multi-Asset Income Fund position peaked at $751K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.