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Adapt Wealth Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Adapt Wealth Advisors’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,105
Closed -$571K – 113
2025
Q3 		$571K Buy
+40,105
New +$542K 0.21% 59

Other funds holding JRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors's JRI Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2025, closing a stake of 40,105 shares — an estimated $571K sold.

Adapt Wealth Advisors first reported a position in JRI in Q3 2025 and held it in 1 quarter. The position peaked at $571K in Q3 2025. 80 funds tracked by Wall St. Rank hold JRI as of Q4 2025.

  • Adapt Wealth Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 40,105 Nuveen Real Asset Income & Growth Fund shares in Q4 2025, an estimated $571K.
  • Adapt Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2025 and held it in 1 quarter.
  • Adapt Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $571K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.