Measured Wealth Private Client Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Measured Wealth Private Client Group’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 Q3	$5.26K	Hold	364	–	–	﹤0.01%	621
2026 Q2	$5.16K	Hold	364	–	–	﹤0.01%	618
2026 Q1	$4.51K	Hold	364	–	–	﹤0.01%	616
2025 Q4	$4.75K	Hold	364	–	–	﹤0.01%	609
2025 Q3	$4.72K	Buy	+364	New	+$4.62K	﹤0.01%	606

Other funds holding NMAI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's NMAI Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q3 2026 at 364 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Measured Wealth Private Client Group first reported a position in NMAI in Q3 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold NMAI as of Q3 2026.

Measured Wealth Private Client Group held 364 shares of Nuveen Multi-Asset Income Fund worth $5.26K as of Q3 2026.
Measured Wealth Private Client Group left its Nuveen Multi-Asset Income Fund share count unchanged in Q3 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #621 holding.
Measured Wealth Private Client Group first reported a position in Nuveen Multi-Asset Income Fund in Q3 2025 and has held it in 5 quarters since.
52 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.