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
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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Global Retirement Partners's NMAI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q4 2025: 1,394 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #2902 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NMAI as recently as Q4 2022.

Global Retirement Partners first reported a position in NMAI in Q1 2022 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold NMAI as of Q4 2025.

Global Retirement Partners held 1,394 shares of Nuveen Multi-Asset Income Fund worth $18.2K as of Q4 2025.
Nuveen Multi-Asset Income Fund was a new Global Retirement Partners position in Q4 2025.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2902 holding.
Global Retirement Partners first reported a position in Nuveen Multi-Asset Income Fund in Q1 2022 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.