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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
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
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
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

Pinnacle Wealth Planning Services's NMAI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 59% in Q2 2026, selling an estimated $4.3K and leaving 222 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Pinnacle Wealth Planning Services first reported a position in NMAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.98K in Q4 2025. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 222 shares of Nuveen Multi-Asset Income Fund worth $3.15K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 313 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $4.3K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2384 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Multi-Asset Income Fund position peaked at $6.98K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.