IFP Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

IFP 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
2023 Q1	–	Sell	-1,271	Closed	-$24K	–	4068
2022 Q4	$24K	Buy	1,271 +346	+37%	+$4.02K	﹤0.01%	2755
2022 Q3	$17K	Buy	925 +531	+135%	+$7.1K	﹤0.01%	3241
2022 Q2	$8K	Hold	394	–	–	﹤0.01%	3544
2022 Q1	$8K	Buy	+394	New	+$6.69K	﹤0.01%	3543

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 13% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

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

IFP Advisors's NMAI Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2023, closing a stake of 1,271 shares — an estimated $24K sold.

IFP Advisors first reported a position in NMAI in Q1 2022 and held it in 4 quarters. The position peaked at $24K in Q4 2022. 74 funds tracked by Wall St. Rank hold NMAI as of Q1 2023.

IFP Advisors reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,271 Nuveen Multi-Asset Income Fund shares in Q1 2023, an estimated $24K.
IFP Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q1 2022 and held it in 4 quarters.
IFP Advisors's Nuveen Multi-Asset Income Fund position peaked at $24K in Q4 2022.
74 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.