Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Pinnacle Wealth Planning 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 		$2.17K Sell
150
-72
-32% -$1.02K ﹤0.01% 2473
2026
Q2 		$3.15K Sell
222
-313
-59% -$4.3K ﹤0.01% 2384
2026
Q1 		$6.63K Hold
535
– – ﹤0.01% 2167
2025
Q4 		$6.98K Buy
+535
New +$6.98K ﹤0.01% 2169

Other funds holding NMAI

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's NMAI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 32% in Q3 2026, selling an estimated $1.02K and leaving 150 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Pinnacle Wealth Planning Services first reported a position in NMAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.98K in Q4 2025. 27 funds tracked by Wall St. Rank hold NMAI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 150 shares of Nuveen Multi-Asset Income Fund worth $2.17K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 72 Nuveen Multi-Asset Income Fund shares in Q3 2026, an estimated $1.02K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2473 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Multi-Asset Income Fund position peaked at $6.98K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.