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Jeff Yass’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Jeff Yass’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
Q2 		– Sell
-10,352
Closed -$124K – 13376
2025
Q1 		$124K Buy
+10,352
New +$127K ﹤0.01% 11376
2023
Q3 		– Sell
-15,099
Closed -$176K – 12638
2023
Q2 		$176K Buy
+15,099
New +$175K ﹤0.01% 10411

Other funds holding NMAI

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Jeff Yass's NMAI Position: Q2 2025 in Review

Jeff Yass sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2025, closing a stake of 10,352 shares — an estimated $124K sold.

Jeff Yass first reported a position in NMAI in Q2 2023 and held it in 2 quarters. The position peaked at $176K in Q2 2023. 67 funds tracked by Wall St. Rank hold NMAI as of Q2 2025.

  • Jeff Yass reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 10,352 Nuveen Multi-Asset Income Fund shares in Q2 2025, an estimated $124K.
  • Jeff Yass first reported a position in Nuveen Multi-Asset Income Fund in Q2 2023 and held it in 2 quarters.
  • Jeff Yass's Nuveen Multi-Asset Income Fund position peaked at $176K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.