Carson Wealth (CWM LLC)
JRI icon

Carson Wealth (CWM LLC)’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$7.65K Hold
622
– – ﹤0.01% 4884
2025
Q4 		$8K Buy
622
+133
+27% +$1.83K ﹤0.01% 4644
2025
Q3 		$7K Hold
489
– – ﹤0.01% 4625
2025
Q2 		$7K Hold
489
– – ﹤0.01% 4457
2025
Q1 		$6K Hold
489
– – ﹤0.01% 4373
2024
Q4 		$6K Hold
489
– – ﹤0.01% 4123
2024
Q3 		$7K Buy
+489
New +$6.26K ﹤0.01% 3951
2023
Q3 		– Sell
-273
Closed -$3K – 4346
2023
Q2 		$3K Buy
+273
New +$3.12K ﹤0.01% 3650
2023
Q1 		– Sell
-158
Closed -$2K – 4200
2022
Q4 		$2K Hold
158
– – ﹤0.01% 3576
2022
Q3 		$2K Hold
158
– – ﹤0.01% 3479
2022
Q2 		$2K Buy
+158
New +$2.23K ﹤0.01% 3358
2022
Q1 		– Sell
-34
Closed -$1K – 3690
2021
Q4 		$1K Buy
+34
New +$528 ﹤0.01% 3321
2021
Q2 		$2K Hold
101
– – ﹤0.01% 2665
2021
Q1 		$2K Hold
101
– – ﹤0.01% 2665
2020
Q4 		$2K Hold
101
– – ﹤0.01% 2664
2020
Q3 		$2K Hold
101
– – ﹤0.01% 2663
2020
Q2 		$2K Hold
101
– – ﹤0.01% 2662
2020
Q1 		$2K Hold
101
– – ﹤0.01% 2662
2019
Q4 		$2K Hold
101
– – ﹤0.01% 2662
2019
Q3 		$2K Hold
101
– – ﹤0.01% 2662
2019
Q2 		$2K Hold
101
– – ﹤0.01% 2662
2019
Q1 		$2K Buy
+101
New +$1.55K ﹤0.01% 2661
2018
Q1 		– Sell
-751
Closed -$13K – 1476
2017
Q4 		$13K Hold
751
– – ﹤0.01% 818
2017
Q3 		$14K Buy
+751
New +$13.6K ﹤0.01% 804

Other funds holding JRI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JRI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q1 2026 at 622 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4884.

Carson Wealth (CWM LLC) first reported a position in JRI in Q3 2017 and has held it in 24 quarters since. The position peaked at $14K in Q3 2017. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 622 shares of Nuveen Real Asset Income & Growth Fund worth $7.65K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q1 2026.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4884 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Real Asset Income & Growth Fund position peaked at $14K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.