Global Retirement Partners’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Global Retirement Partners’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	$10.8K	Buy	+764	New	+$10.5K	﹤0.01%	3347
2025 Q4	$18.2K	Buy	+1,394	New	+$18.2K	﹤0.01%	2902
2023 Q1	–	Sell	-341	Closed	-$3.92K	–	3295
2022 Q4	$3.92K	Buy	341 +32	+10%	+$372	﹤0.01%	2107
2022 Q3	$3K	Buy	309 +16	+5%	+$214	﹤0.01%	2125
2022 Q2	$4K	Hold	293	–	–	﹤0.01%	1974
2022 Q1	$4K	Buy	+293	New	+$4.98K	﹤0.01%	1975

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

Global Retirement Partners's NMAI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q2 2026: 764 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #3347 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NMAI as recently as Q4 2025.

Global Retirement Partners first reported a position in NMAI in Q1 2022 and has held it in 6 quarters since. The position peaked at $18.2K in Q4 2025. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Global Retirement Partners held 764 shares of Nuveen Multi-Asset Income Fund worth $10.8K as of Q2 2026.
Nuveen Multi-Asset Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3347 holding.
Global Retirement Partners first reported a position in Nuveen Multi-Asset Income Fund in Q1 2022 and has held it in 6 quarters since.
Global Retirement Partners's Nuveen Multi-Asset Income Fund position peaked at $18.2K in Q4 2025.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.