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Ameritas Advisory Services’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-200
Closed -$2.7K – 2551
2025
Q2 		$2.7K Buy
+200
New +$2.55K ﹤0.01% 2421
2023
Q2 		– Sell
-476
Closed -$5.58K – 1619
2023
Q1 		$5.58K Buy
+476
New +$5.77K ﹤0.01% 2125

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameritas Advisory Services's JRI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2025, closing a stake of 200 shares — an estimated $2.7K sold.

Ameritas Advisory Services first reported a position in JRI in Q1 2023 and held it in 2 quarters. The position peaked at $5.58K in Q1 2023. 68 funds tracked by Wall St. Rank hold JRI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Nuveen Real Asset Income & Growth Fund shares in Q3 2025, an estimated $2.7K.
  • Ameritas Advisory Services first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Nuveen Real Asset Income & Growth Fund position peaked at $5.58K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.