N.E.W. Advisory Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

N.E.W. Advisory 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	$10.3K	Sell	728 -910	-56%	-$12.5K	﹤0.01%	649
2026 Q1	$20.3K	Buy	1,638 +910	+125%	+$12K	﹤0.01%	505
2025 Q4	$9.49K	Hold	728	–	–	﹤0.01%	622
2025 Q3	$9.45K	Hold	728	–	–	﹤0.01%	587
2025 Q2	$9.2K	Hold	728	–	–	﹤0.01%	579
2025 Q1	$8.75K	Buy	+728	New	+$8.96K	﹤0.01%	636

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

N.E.W. Advisory Services's NMAI Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 56% in Q2 2026, selling an estimated $12.5K and leaving 728 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

N.E.W. Advisory Services first reported a position in NMAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.3K in Q1 2026. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

N.E.W. Advisory Services held 728 shares of Nuveen Multi-Asset Income Fund worth $10.3K as of Q2 2026.
N.E.W. Advisory Services sold 910 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $12.5K.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #649 holding.
N.E.W. Advisory Services first reported a position in Nuveen Multi-Asset Income Fund in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Nuveen Multi-Asset Income Fund position peaked at $20.3K in Q1 2026.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.