Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$170K Sell
2025
Q1 		$174K Sell
2024
Q4 		$175K Buy
2024
Q3 		$184K Sell
2024
Q2 		$173K Buy
2024
Q1 		$171K Sell
2023
Q4 		$223K Sell
2023
Q3 		$269K Buy