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

Sound Income 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	-1,905	Closed	-$24K	–	1724
2026 Q1	$24K	Hold	1,905	–	–	﹤0.01%	1108
2025 Q4	$25.3K	Hold	1,905	–	–	﹤0.01%	1053
2025 Q3	$25.1K	Hold	1,905	–	–	﹤0.01%	749
2025 Q2	$24.1K	Hold	1,905	–	–	﹤0.01%	713
2025 Q1	$22.9K	Hold	1,905	–	–	﹤0.01%	690
2024 Q4	$22.9K	Hold	1,905	–	–	﹤0.01%	653
2024 Q3	$25.2K	Hold	1,905	–	–	﹤0.01%	591
2024 Q2	$23.5K	Hold	1,905	–	–	﹤0.01%	596
2024 Q1	$23.7K	Hold	1,905	–	–	﹤0.01%	567
2023 Q4	$23.4K	Hold	1,905	–	–	﹤0.01%	563
2023 Q3	$21.2K	Hold	1,905	–	–	﹤0.01%	434
2023 Q2	$22.2K	Hold	1,905	–	–	﹤0.01%	414
2023 Q1	$22K	Buy	+1,905	New	+$23K	﹤0.01%	407

Other funds holding NMAI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Sound Income Strategies's NMAI Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2026, closing a stake of 1,905 shares — an estimated $24K sold.

Sound Income Strategies first reported a position in NMAI in Q1 2023 and held it in 13 quarters. The position peaked at $25.3K in Q4 2025. 65 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Sound Income Strategies reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,905 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $24K.
Sound Income Strategies first reported a position in Nuveen Multi-Asset Income Fund in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's Nuveen Multi-Asset Income Fund position peaked at $25.3K in Q4 2025.
65 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.