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Nuveen Multi Asset Income Fu shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of Nuveen Multi Asset Income Fu (NMAI) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in Nuveen Multi Asset Income Fu

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Multi Asset Income Fu held by Navis Wealth Advisors 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 213k 14.17

More positions owned by Navis Wealth Advisors

Symbotic Class A Com (SYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kla Corp Com New (KLAC)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Roundhill Etf Trust Russe 0dte Etf (RDTE)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)
Compass Cl A (COMP)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Navis Wealth Advisors

Top funds holding Nuveen Multi Asset Income Fu

Morgan Stanley
UBS Group
Penserra Capital Management
Pathstone Holdings
LPL Financial
Advisors Asset Management
Stifel Financial
Navis Wealth Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
First Trust Advisors
Hennion & Walsh Asset Management
Bank of America Corporation
Raymond James Financial

View all funds holding Nuveen Multi Asset Income Fu