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 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Measured Wealth Private Client Group's NMAI Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q1 2026 at 364 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Measured Wealth Private Client Group first reported a position in NMAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.75K in Q4 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Measured Wealth Private Client Group held 364 shares of Nuveen Multi-Asset Income Fund worth $4.51K as of Q1 2026.
Measured Wealth Private Client Group left its Nuveen Multi-Asset Income Fund share count unchanged in Q1 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #616 holding.
Measured Wealth Private Client Group first reported a position in Nuveen Multi-Asset Income Fund in Q3 2025 and has held it in 3 quarters since.
Measured Wealth Private Client Group's Nuveen Multi-Asset Income Fund position peaked at $4.75K in Q4 2025.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.