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Garton & Associates Financial Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-3,187
Closed -$41.6K – 496
2025
Q4 		$41.6K Buy
+3,187
New +$41.6K 0.02% 418

Other funds holding NMAI

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Garton & Associates Financial Advisors's NMAI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026, closing a stake of 3,187 shares — an estimated $41.6K sold.

Garton & Associates Financial Advisors first reported a position in NMAI in Q4 2025 and held it in 1 quarter. The position peaked at $41.6K in Q4 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,187 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $41.6K.
  • Garton & Associates Financial Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Nuveen Multi-Asset Income Fund position peaked at $41.6K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.