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Highline Wealth Partners’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Highline Wealth 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 		$2.52K Sell
178
-47
-21% -$646 ﹤0.01% 1132
2026
Q1 		$2.79K Sell
225
-3
-1% -$40 ﹤0.01% 947
2025
Q4 		$2.97K Buy
228
+28
+14% +$365 ﹤0.01% 739
2025
Q3 		$2.6K Buy
+200
New +$2.54K ﹤0.01% 802

Other funds holding NMAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners's NMAI Position: Q2 2026 in Review

Highline Wealth Partners reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 21% in Q2 2026, selling an estimated $646 and leaving 178 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Highline Wealth Partners first reported a position in NMAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.97K in Q4 2025. 7 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Highline Wealth Partners held 178 shares of Nuveen Multi-Asset Income Fund worth $2.52K as of Q2 2026.
  • Highline Wealth Partners sold 47 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $646.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1132 holding.
  • Highline Wealth Partners first reported a position in Nuveen Multi-Asset Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Nuveen Multi-Asset Income Fund position peaked at $2.97K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.