MFG
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Merit Financial Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Merit Financial 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
Q2 		$161K Sell
11,338
-1,341
-11% -$18.4K ﹤0.01% 2158
2026
Q1 		$157K Sell
12,679
-29
-0.2% -$383 ﹤0.01% 1975
2025
Q4 		$166K Sell
12,708
-595
-4% -$7.76K ﹤0.01% 1849
2025
Q3 		$173K Buy
13,303
+258
+2% +$3.27K ﹤0.01% 1695
2025
Q2 		$165K Buy
+13,045
New +$157K ﹤0.01% 1589

Other funds holding NMAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Merit Financial Group's NMAI Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 11% in Q2 2026, selling an estimated $18.4K and leaving 11,338 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Merit Financial Group first reported a position in NMAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $173K in Q3 2025. 7 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Merit Financial Group held 11,338 shares of Nuveen Multi-Asset Income Fund worth $161K as of Q2 2026.
  • Merit Financial Group sold 1,341 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $18.4K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2158 holding.
  • Merit Financial Group first reported a position in Nuveen Multi-Asset Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Nuveen Multi-Asset Income Fund position peaked at $173K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.