SFG Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

SFG Wealth Management’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	-29,150	Closed	-$380K	–	122
2025 Q4	$380K	Hold	29,150	–	–	0.15%	93
2025 Q3	$378K	Buy	+29,150	New	+$370K	0.16%	94
2025 Q2	–	Sell	-58,300	Closed	-$701K	–	109
2025 Q1	$701K	Buy	+58,300	New	+$718K	0.34%	54

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

SFG Wealth Management's NMAI Position: Q1 2026 in Review

SFG Wealth Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026, closing a stake of 29,150 shares — an estimated $380K sold.

SFG Wealth Management first reported a position in NMAI in Q1 2025 and held it in 3 quarters. The position peaked at $701K in Q1 2025. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

SFG Wealth Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 29,150 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $380K.
SFG Wealth Management first reported a position in Nuveen Multi-Asset Income Fund in Q1 2025 and held it in 3 quarters.
SFG Wealth Management's Nuveen Multi-Asset Income Fund position peaked at $701K in Q1 2025.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.