NWF Advisory Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

NWF 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 Q3	$777K	Buy	53,753 +8,342	+18%	+$119K	0.07%	171
2026 Q2	$643K	Buy	45,411 +1,850	+4%	+$25.4K	0.06%	185
2026 Q1	$540K	Buy	43,561 +3,200	+8%	+$42.3K	0.06%	201
2025 Q4	$526K	Buy	40,361 +750	+2%	+$9.8K	0.06%	202
2025 Q3	$514K	Buy	39,611 +5,000	+14%	+$63.4K	0.06%	213
2025 Q2	$437K	Buy	34,611 +600	+2%	+$7.24K	0.05%	230
2025 Q1	$409K	Buy	+34,011	New	+$419K	0.06%	201
2024 Q4	–	Sell	-37,520	Closed	-$496K	–	375
2024 Q3	$496K	Buy	37,520 +4,000	+12%	+$52.3K	0.07%	164
2024 Q2	$414K	Buy	33,520 +250	+0.8%	+$3.03K	0.07%	180
2024 Q1	$414K	Sell	33,270 -4,691	-12%	-$57K	0.07%	184
2023 Q4	$467K	Buy	37,961 +1,000	+3%	+$11.4K	0.09%	153
2023 Q3	$411K	Buy	36,961 +1,278	+4%	+$15K	0.1%	156
2023 Q2	$416K	Hold	35,683	–	–	0.1%	157
2023 Q1	$416K	Buy	+35,683	New	+$430K	0.1%	156

Other funds holding NMAI

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

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NWF Advisory Services's NMAI Position: Q3 2026 in Review

NWF Advisory Services increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 18% in Q3 2026, buying an estimated $119K and bringing the position to 53,753 shares worth $777K. The position accounts for 0.07% of the portfolio, ranked #171.

NWF Advisory Services first reported a position in NMAI in Q1 2023 and has held it in 14 quarters since. 8 funds tracked by Wall St. Rank hold NMAI as of Q3 2026.

NWF Advisory Services held 53,753 shares of Nuveen Multi-Asset Income Fund worth $777K as of Q3 2026.
NWF Advisory Services bought 8,342 Nuveen Multi-Asset Income Fund shares in Q3 2026, an estimated $119K.
Nuveen Multi-Asset Income Fund made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #171 holding.
NWF Advisory Services first reported a position in Nuveen Multi-Asset Income Fund in Q1 2023 and has held it in 14 quarters since.
8 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.