Fortitude Advisory Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Fortitude Advisory 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
2026 Q2	$364K	Buy	25,658 +3,040	+13%	+$41.8K	0.14%	137
2026 Q1	$280K	Hold	22,618	–	–	0.13%	161
2025 Q4	$295K	Buy	22,618 +2,223	+11%	+$29K	0.13%	140
2025 Q3	$265K	Hold	20,395	–	–	0.14%	158
2025 Q2	$258K	Hold	20,395	–	–	0.15%	164
2025 Q1	$232K	Buy	20,395 +1,951	+11%	+$24K	0.17%	151
2024 Q4	$222K	Buy	18,444 +1,159	+7%	+$14.6K	0.13%	165
2024 Q3	$229K	Buy	17,285 +455	+3%	+$5.95K	0.14%	167
2024 Q2	$208K	Hold	16,830	–	–	0.12%	173
2024 Q1	$209K	Hold	16,830	–	–	0.12%	186
2023 Q4	$207K	Hold	16,830	–	–	0.13%	191
2023 Q3	$187K	Buy	16,830 +4,380	+35%	+$51.3K	0.13%	181
2023 Q2	$145K	Buy	12,450 +1,863	+18%	+$21.6K	0.11%	199
2023 Q1	$122K	Buy	10,587 +399	+4%	+$4.81K	0.09%	212
2022 Q4	$117K	Buy	+10,188	New	+$118K	0.1%	206
2022 Q2	–	Sell	-7,442	Closed	-$121K	–	898
2022 Q1	$121K	Hold	7,442	–	–	0.06%	308
2021 Q4	$139K	Buy	+7,442	New	+$135K	0.07%	277

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

Fortitude Advisory Group's NMAI Position: Q2 2026 in Review

Fortitude Advisory Group increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 13% in Q2 2026, buying an estimated $41.8K and bringing the position to 25,658 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #137.

Fortitude Advisory Group first reported a position in NMAI in Q4 2021 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Fortitude Advisory Group held 25,658 shares of Nuveen Multi-Asset Income Fund worth $364K as of Q2 2026.
Fortitude Advisory Group bought 3,040 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $41.8K.
Nuveen Multi-Asset Income Fund made up 0.14% of Fortitude Advisory Group's portfolio in Q2 2026, its #137 holding.
Fortitude Advisory Group first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 17 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.