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Pinnacle Wealth Planning Services’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$46.2K Sell
3,757
-110
-3% -$1.43K ﹤0.01% 1249
2025
Q4 		$52.6K Buy
+3,867
New +$53.1K 0.01% 1162
2021
Q1 		– Sell
-8,177
Closed -$110K – 1173
2020
Q4 		$110K Buy
+8,177
New +$104K 0.03% 432

Other funds holding JRI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 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
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

Pinnacle Wealth Planning Services's JRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.8% in Q1 2026, selling an estimated $1.43K and leaving 3,757 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Pinnacle Wealth Planning Services first reported a position in JRI in Q4 2020 and has held it in 3 quarters since. The position peaked at $110K in Q4 2020. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,757 shares of Nuveen Real Asset Income & Growth Fund worth $46.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 110 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $1.43K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1249 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Real Asset Income & Growth Fund position peaked at $110K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.