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 Q3	$155K	Buy	14,419 +180	+1%	+$2.23K	﹤0.01%	2262
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Merit Financial Group's JRI Position: Q3 2026 in Review

Merit Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 1.3% in Q3 2026, buying an estimated $2.23K and bringing the position to 14,419 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Merit Financial Group first reported a position in JRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $185K in Q2 2026. 77 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

Merit Financial Group held 14,419 shares of Nuveen Real Asset Income & Growth Fund worth $155K as of Q3 2026.
Merit Financial Group bought 180 Nuveen Real Asset Income & Growth Fund shares in Q3 2026, an estimated $2.23K.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2262 holding.
Merit Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and has held it in 6 quarters since.
Merit Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $185K in Q2 2026.
77 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.