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 Q2	$775K	Sell	54,259 -2,703	-5%	-$37.2K	0.05%	362
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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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 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 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

Evolve Private Wealth's NMAI Position: Q2 2026 in Review

Evolve Private Wealth reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 4.7% in Q2 2026, selling an estimated $37.2K and leaving 54,259 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #362.

Evolve Private Wealth first reported a position in NMAI in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Evolve Private Wealth held 54,259 shares of Nuveen Multi-Asset Income Fund worth $775K as of Q2 2026.
Evolve Private Wealth sold 2,703 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $37.2K.
Nuveen Multi-Asset Income Fund made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #362 holding.
Evolve Private Wealth first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.