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POM Investment Strategies’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

POM Investment Strategies’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 		– Sell
-345
Closed -$4.28K – 421
2026
Q1 		$4.28K Buy
+345
New +$4.56K 0.01% 284

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

POM Investment Strategies's NMAI Position: Q2 2026 in Review

POM Investment Strategies sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2026, closing a stake of 345 shares — an estimated $4.28K sold.

POM Investment Strategies first reported a position in NMAI in Q1 2026 and held it in 1 quarter. The position peaked at $4.28K in Q1 2026. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • POM Investment Strategies reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 345 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $4.28K.
  • POM Investment Strategies first reported a position in Nuveen Multi-Asset Income Fund in Q1 2026 and held it in 1 quarter.
  • POM Investment Strategies's Nuveen Multi-Asset Income Fund position peaked at $4.28K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.