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B. Riley Wealth Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

B. Riley 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
2026
Q2 		$140K Buy
10,919
+116
+1% +$1.49K 0.01% 809
2026
Q1 		$129K Buy
10,803
+72
+0.7% +$937 0.01% 765
2025
Q4 		$146K Buy
10,731
+385
+4% +$5.29K 0.01% 903
2025
Q3 		$147K Buy
+10,346
New +$140K 0.01% 929
2024
Q2 		– Sell
-11,569
Closed -$124K – 1509
2024
Q1 		$124K Buy
11,569
+1,363
+13% +$15.8K ﹤0.01% 1336
2023
Q4 		$120K Sell
10,206
-1,363
-12% -$14.7K ﹤0.01% 1312
2023
Q3 		$124K Buy
+11,569
New +$130K ﹤0.01% 1336

Other funds holding JRI

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

B. Riley Wealth Advisors's JRI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 1.1% in Q2 2026, buying an estimated $1.49K and bringing the position to 10,919 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #809.

B. Riley Wealth Advisors first reported a position in JRI in Q3 2023 and has held it in 7 quarters since. The position peaked at $147K in Q3 2025. 28 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • B. Riley Wealth Advisors held 10,919 shares of Nuveen Real Asset Income & Growth Fund worth $140K as of Q2 2026.
  • B. Riley Wealth Advisors bought 116 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $1.49K.
  • Nuveen Real Asset Income & Growth Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #809 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2023 and has held it in 7 quarters since.
  • B. Riley Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $147K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.