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 Q1	$6.63K	Hold	535	–	–	﹤0.01%	2167
2025 Q4	$6.98K	Buy	+535	New	+$6.98K	﹤0.01%	2169

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

Pinnacle Wealth Planning Services's NMAI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Nuveen Multi-Asset Income Fund (NMAI) position steady in Q1 2026 at 535 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Pinnacle Wealth Planning Services first reported a position in NMAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.98K in Q4 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Pinnacle Wealth Planning Services held 535 shares of Nuveen Multi-Asset Income Fund worth $6.63K as of Q1 2026.
Pinnacle Wealth Planning Services left its Nuveen Multi-Asset Income Fund share count unchanged in Q1 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2167 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Nuveen Multi-Asset Income Fund position peaked at $6.98K in Q4 2025.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.