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Nuveen Multi Asset Income Fu shares owned by Merit Financial Group

Quarter-by-quarter ownership of Nuveen Multi Asset Income Fu (NMAI) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Nuveen Multi Asset Income Fu

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All positions including Nuveen Multi Asset Income Fu held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Multi Asset Income Fu by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $166k 13k 13.04
2025-09-30 $173k 13k 12.98
2025-06-30 $165k 13k 12.63

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Merit Financial Group

Top funds holding Nuveen Multi Asset Income Fu

Pathstone Holdings
Penserra Capital Management
Saba Capital Management
UBS Group
LPL Financial
Heron Bay Capital Management
Stifel Financial
Wolverine Asset Management
Shaker Financial Services
Royal Bank of Canada
D.A. Davidson & Co.
Absolute Investment Advisers
First Trust Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Nuveen Multi Asset Income Fu