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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

NMAI holding history

Nuveen Multi-Asset Income Fund in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NMAI overviewAll 13F holders of NMAIFull Q1 2026 holdings

Shares (Q1 2026)
500
Value
$6.20K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of NMAI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026500$6.20K<0.1%+500NewHolders
Q3 20250$00.0%−354−100.0%Sold outHolders
Q2 2025354$4.00K<0.1%00.0%UnchangedHolders
Q1 2025354$4.00K<0.1%00.0%UnchangedHolders
Q4 2024354$4.00K<0.1%00.0%UnchangedHolders
Q3 2024354$5.00K<0.1%+354NewHolders
Q4 20230$00.0%−1,257−100.0%Sold outHolders
Q3 20231,257$14.0K<0.1%−171−12.0%ReducedHolders
Q2 20231,428$17.0K<0.1%+171+13.6%AddedHolders
Q1 20231,257$15.0K<0.1%+1,247+12,470.0%AddedHolders
Q4 202210$00.0%00.0%UnchangedHolders
Q3 202210$00.0%−4,092−99.8%ReducedHolders
Q2 20224,102$54.0K<0.1%+4,102NewHolders