Sunbelt Securities’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Sunbelt Securities’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
2025 Q1	–	Sell	-345	Closed	-$4.17K	–	1867
2024 Q4	$4.17K	Hold	345	–	–	﹤0.01%	1488
2024 Q3	$4.56K	Hold	345	–	–	﹤0.01%	1462
2024 Q2	$4.26K	Hold	345	–	–	﹤0.01%	1428
2024 Q1	$4.29K	Hold	345	–	–	﹤0.01%	1392
2023 Q4	$4.24K	Hold	345	–	–	﹤0.01%	1339
2023 Q3	$3.84K	Hold	345	–	–	﹤0.01%	1359
2023 Q2	$4.02K	Hold	345	–	–	﹤0.01%	1361
2023 Q1	$3.92K	Buy	+345	New	+$4.16K	﹤0.01%	1344

Other funds holding NMAI

SCM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

HBCM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

AIA

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

Sunbelt Securities's NMAI Position: Q1 2025 in Review

Sunbelt Securities sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2025, closing a stake of 345 shares — an estimated $4.17K sold.

Sunbelt Securities first reported a position in NMAI in Q1 2023 and held it in 8 quarters. The position peaked at $4.56K in Q3 2024. 64 funds tracked by Wall St. Rank hold NMAI as of Q1 2025.

Sunbelt Securities reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2025 after selling out during the quarter.
Sunbelt Securities sold 345 Nuveen Multi-Asset Income Fund shares in Q1 2025, an estimated $4.17K.
Sunbelt Securities first reported a position in Nuveen Multi-Asset Income Fund in Q1 2023 and held it in 8 quarters.
Sunbelt Securities's Nuveen Multi-Asset Income Fund position peaked at $4.56K in Q3 2024.
64 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2025.

Based on Sunbelt Securities's 13F filing for Q1 2025, filed 24 Apr 2025.