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

Spire 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
2024 Q2	–	Sell	-7,248	Closed	-$90.2K	–	2337
2024 Q1	$90.2K	Hold	7,248	–	–	﹤0.01%	1015
2023 Q4	$85.7K	Sell	7,248 -1,249	-15%	-$14.3K	﹤0.01%	1033
2023 Q3	$94.5K	Buy	8,497 +1,000	+13%	+$11.7K	﹤0.01%	970
2023 Q2	$87.4K	Hold	7,497	–	–	﹤0.01%	1009
2023 Q1	$86.5K	Buy	+7,497	New	+$90.4K	﹤0.01%	1007
2022 Q3	–	Sell	-7,900	Closed	-$104K	–	2464
2022 Q2	$104K	Buy	+7,900	New	+$115K	﹤0.01%	1022

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's NMAI Position: Q2 2024 in Review

Spire Wealth Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2024, closing a stake of 7,248 shares — an estimated $90.2K sold.

Spire Wealth Management first reported a position in NMAI in Q2 2022 and held it in 6 quarters. The position peaked at $104K in Q2 2022. 63 funds tracked by Wall St. Rank hold NMAI as of Q2 2024.

Spire Wealth Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 7,248 Nuveen Multi-Asset Income Fund shares in Q2 2024, an estimated $90.2K.
Spire Wealth Management first reported a position in Nuveen Multi-Asset Income Fund in Q2 2022 and held it in 6 quarters.
Spire Wealth Management's Nuveen Multi-Asset Income Fund position peaked at $104K in Q2 2022.
63 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.