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Merit Financial Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Merit Financial Group’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 		$185K Buy
14,239
+687
+5% +$8.82K ﹤0.01% 2138
2026
Q1 		$167K Buy
13,552
+1,770
+15% +$23K ﹤0.01% 1964
2025
Q4 		$160K Sell
11,782
-349
-3% -$4.8K ﹤0.01% 1852
2025
Q3 		$173K Sell
12,131
-641
-5% -$8.66K ﹤0.01% 1694
2025
Q2 		$172K Buy
+12,772
New +$163K ﹤0.01% 1584

Other funds holding JRI

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Merit Financial Group's JRI Position: Q2 2026 in Review

Merit Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 5.1% in Q2 2026, buying an estimated $8.82K and bringing the position to 14,239 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Merit Financial Group first reported a position in JRI in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Merit Financial Group held 14,239 shares of Nuveen Real Asset Income & Growth Fund worth $185K as of Q2 2026.
  • Merit Financial Group bought 687 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $8.82K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2138 holding.
  • Merit Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.