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

Marshall & Sterling 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
2025
Q2 		– Sell
-1,214
Closed -$15.7K – 662
2025
Q1 		$15.7K Sell
1,214
-1
-0.1% -$13 0.01% 272
2024
Q4 		$14.7K Buy
+1,215
New +$15.9K 0.01% 211

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JRI Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2025, closing a stake of 1,214 shares — an estimated $15.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in JRI in Q4 2024 and held it in 2 quarters. The position peaked at $15.7K in Q1 2025. 73 funds tracked by Wall St. Rank hold JRI as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,214 Nuveen Real Asset Income & Growth Fund shares in Q2 2025, an estimated $15.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $15.7K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.