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Kestra Private Wealth Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Kestra Private Wealth Services’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 		$160K Sell
11,314
-2,290
-17% -$31.5K ﹤0.01% 1710
2026
Q1 		$169K Buy
+13,604
New +$180K ﹤0.01% 1661

Other funds holding NMAI

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
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
LPL Financial
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
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
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

Kestra Private Wealth Services's NMAI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 17% in Q2 2026, selling an estimated $31.5K and leaving 11,314 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Kestra Private Wealth Services first reported a position in NMAI in Q1 2026 and has held it in 2 quarters since. The position peaked at $169K in Q1 2026. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Kestra Private Wealth Services held 11,314 shares of Nuveen Multi-Asset Income Fund worth $160K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,290 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $31.5K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1710 holding.
  • Kestra Private Wealth Services first reported a position in Nuveen Multi-Asset Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Nuveen Multi-Asset Income Fund position peaked at $169K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.