BFC Planning, Inc.’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

BFC Planning, Inc.’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	$11.4K	Buy	879 +27	+3%	+$347	﹤0.01%	2300
2026 Q1	$10.5K	Buy	852 +17	+2%	+$221	﹤0.01%	2026
2025 Q4	$11.4K	Buy	835 +32	+4%	+$440	﹤0.01%	2016
2025 Q3	$11.4K	Buy	803 +23	+3%	+$311	﹤0.01%	1848
2025 Q2	$10.5K	Buy	780 +24	+3%	+$306	﹤0.01%	1776
2025 Q1	$9.8K	Buy	756 +16	+2%	+$203	﹤0.01%	1782
2024 Q4	$8.98K	Buy	+740	New	+$9.7K	﹤0.01%	1810

Other funds holding JRI

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

BFC Planning, Inc.'s JRI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 3.2% in Q2 2026, buying an estimated $347 and bringing the position to 879 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

BFC Planning, Inc. first reported a position in JRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q3 2025. 88 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

BFC Planning, Inc. held 879 shares of Nuveen Real Asset Income & Growth Fund worth $11.4K as of Q2 2026.
BFC Planning, Inc. bought 27 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $347.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2300 holding.
BFC Planning, Inc. first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Nuveen Real Asset Income & Growth Fund position peaked at $11.4K in Q3 2025.
88 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.