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 Q1	$409	Buy	+33	New	+$436	﹤0.01%	2933

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

Root Financial Partners's NMAI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026: 33 shares worth $409. The stake represents ﹤0.01% of the portfolio and ranks #2933 among its holdings.

84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Root Financial Partners held 33 shares of Nuveen Multi-Asset Income Fund worth $409 as of Q1 2026.
Nuveen Multi-Asset Income Fund was a new Root Financial Partners position in Q1 2026.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2933 holding.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.