Root Financial Partners
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Root Financial Partners’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Root Financial Partners’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 		$477 Buy
+33
New +$469 ﹤0.01% 3241
2026
Q2 		– Sell
-33
Closed -$409 – 2197
2026
Q1 		$409 Buy
+33
New +$436 ﹤0.01% 2933

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
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Root Financial Partners's NMAI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q3 2026: 33 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #3241 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NMAI as recently as Q1 2026.

Root Financial Partners first reported a position in NMAI in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold NMAI as of Q3 2026.

  • Root Financial Partners held 33 shares of Nuveen Multi-Asset Income Fund worth $477 as of Q3 2026.
  • Nuveen Multi-Asset Income Fund was a new Root Financial Partners position in Q3 2026.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3241 holding.
  • Root Financial Partners first reported a position in Nuveen Multi-Asset Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.