Koshinski Asset Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Koshinski Asset Management’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	$230K	Hold	16,209	–	–	0.01%	709
2026 Q1	$201K	Hold	16,209	–	–	0.01%	713
2025 Q4	$211K	Hold	16,209	–	–	0.01%	677
2025 Q3	$210K	Hold	16,209	–	–	0.01%	672
2025 Q2	$205K	Hold	16,209	–	–	0.02%	658
2025 Q1	$195K	Hold	16,209	–	–	0.02%	609
2024 Q4	$195K	Hold	16,209	–	–	0.02%	605
2024 Q3	$214K	Hold	16,209	–	–	0.02%	580
2024 Q2	$210K	Buy	16,209 +1,768	+12%	+$21.4K	0.02%	563
2024 Q1	$180K	Buy	+14,441	New	+$175K	0.02%	554
2023 Q4	–	Sell	-10,567	Closed	-$118K	–	590
2023 Q3	$118K	Hold	10,567	–	–	0.01%	554
2023 Q2	$123K	Hold	10,567	–	–	0.01%	588
2023 Q1	$122K	Hold	10,567	–	–	0.01%	537
2022 Q4	$121K	Hold	10,567	–	–	0.01%	584
2022 Q3	$120K	Hold	10,567	–	–	0.01%	526
2022 Q2	$139K	Hold	10,567	–	–	0.01%	572
2022 Q1	$171K	Hold	10,567	–	–	0.01%	641
2021 Q4	$197K	Buy	+10,567	New	+$192K	0.02%	628

Other funds holding NMAI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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 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 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

Koshinski Asset Management's NMAI Position: Q2 2026 in Review

Koshinski Asset Management held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q2 2026 at 16,209 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #709.

Koshinski Asset Management first reported a position in NMAI in Q4 2021 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Koshinski Asset Management held 16,209 shares of Nuveen Multi-Asset Income Fund worth $230K as of Q2 2026.
Koshinski Asset Management left its Nuveen Multi-Asset Income Fund share count unchanged in Q2 2026.
Nuveen Multi-Asset Income Fund made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #709 holding.
Koshinski Asset Management first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 18 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.