JFS Wealth Advisors
JRI icon

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

JFS 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
Q3 		$1.02K Hold
93
– – ﹤0.01% 1784
2026
Q2 		$1.22K Buy
+93
New +$1.19K ﹤0.01% 1754

Other funds holding JRI

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JFS Wealth Advisors's JRI Position: Q3 2026 in Review

JFS Wealth Advisors held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q3 2026 at 93 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

JFS Wealth Advisors first reported a position in JRI in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q2 2026. 77 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

  • JFS Wealth Advisors held 93 shares of Nuveen Real Asset Income & Growth Fund worth $1.02K as of Q3 2026.
  • JFS Wealth Advisors left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q3 2026.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1784 holding.
  • JFS Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $1.22K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.