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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$16.3K -$3.88K -307 -19%
CA
52
CoreCap Advisors
Michigan
$13.2K – – –
HNB
53
Huntington National Bank
Ohio
$12.5K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$7.93K – – –
GWM
55
Geneos Wealth Management
Colorado
$6.91K +$1.98K +157 +38%
OP
56
ORG Partners
Indiana
$6.84K – – –
AF
57
Allworth Financial
California
$5.86K +$341 +27 +6%
DAM
58
Delta Asset Management
Tennessee
$5.63K – – –
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$5.36K – – –
SS
60
Sunbelt Securities
Texas
$4.17K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PMFA
62
Plante Moran Financial Advisors
Michigan
$2.47K +$2.59K +205 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$2.35K -$12.2K -970 -83%
WA
64
WPG Advisers
Maryland
$2.3K +$2.41K +191 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$1.57K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$771 – – –
Citigroup
67
Citigroup
New York
$24 – – –
NAS
68
NWF Advisory Services
California
– -$496K -37,520 Closed
SPC
69
Sigma Planning Corp
Michigan
– -$214K -16,167 Closed
PAG
70
Private Advisor Group
New Jersey
– -$201K -15,172 Closed
BI
71
Bulldog Investors
New Jersey
– -$169K -12,779 Closed
IAIM
72
International Assets Investment Management
Florida
– -$116K -8,789 Closed
FIA
73
FNY Investment Advisers
New York
– -$39K -3,000 Closed
WWM
74
Wolff Wiese Magana
California
– -$15.9K -1,200 Closed
KB
75
Kimelman & Baird
New York
– -$6.9K -522 Closed