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SageView Advisory Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

SageView Advisory Group’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 		– Sell
-437
Closed -$5.7K – 1793
2025
Q4 		$5.7K Buy
+437
New +$5.7K ﹤0.01% 1925

Other funds holding NMAI

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's NMAI Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026, closing a stake of 437 shares — an estimated $5.7K sold.

SageView Advisory Group first reported a position in NMAI in Q4 2025 and held it in 1 quarter. The position peaked at $5.7K in Q4 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 437 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $5.7K.
  • SageView Advisory Group first reported a position in Nuveen Multi-Asset Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen Multi-Asset Income Fund position peaked at $5.7K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.