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
2026 Q1	–	Sell	-13,938	Closed	-$184K	–	3785
2025 Q4	$184K	Buy	13,938 +229	+2%	+$2.99K	﹤0.01%	3299
2025 Q3	$180K	Buy	13,709 +308	+2%	+$3.91K	﹤0.01%	3174
2025 Q2	$170K	Sell	13,401 -1,099	-8%	-$13.3K	﹤0.01%	3029
2025 Q1	$174K	Sell	14,500 -8	-0.1%	-$98	﹤0.01%	2659
2024 Q4	$175K	Buy	14,508 +615	+4%	+$7.76K	﹤0.01%	2722
2024 Q3	$184K	Sell	13,893 -115	-0.8%	-$1.5K	﹤0.01%	2466
2024 Q2	$173K	Buy	14,008 +236	+2%	+$2.86K	﹤0.01%	2325
2024 Q1	$171K	Sell	13,772 -4,335	-24%	-$52.7K	﹤0.01%	2224
2023 Q4	$223K	Sell	18,107 -6,086	-25%	-$69.7K	﹤0.01%	2033
2023 Q3	$269K	Buy	+24,193	New	+$283K	﹤0.01%	1808

Other funds holding NMAI

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's NMAI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2026, closing a stake of 13,938 shares — an estimated $184K sold.

Wealth Enhancement Advisory Services first reported a position in NMAI in Q3 2023 and held it in 10 quarters. The position peaked at $269K in Q3 2023. 84 funds tracked by Wall St. Rank hold NMAI as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 13,938 Nuveen Multi-Asset Income Fund shares in Q1 2026, an estimated $184K.
Wealth Enhancement Advisory Services first reported a position in Nuveen Multi-Asset Income Fund in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Nuveen Multi-Asset Income Fund position peaked at $269K in Q3 2023.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.