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Mount Yale Investment Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-1,206
Closed -$16.3K – 1156
2025
Q2 		$16.3K Buy
+1,206
New +$15.4K ﹤0.01% 1075

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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

Mount Yale Investment Advisors's JRI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2025, closing a stake of 1,206 shares — an estimated $16.3K sold.

Mount Yale Investment Advisors first reported a position in JRI in Q2 2025 and held it in 1 quarter. The position peaked at $16.3K in Q2 2025. 68 funds tracked by Wall St. Rank hold JRI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,206 Nuveen Real Asset Income & Growth Fund shares in Q3 2025, an estimated $16.3K.
  • Mount Yale Investment Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $16.3K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.