Prevail Innovative Wealth Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Prevail Innovative 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
2026 Q1	–	Sell	-148,015	Closed	-$2.01M	–	209
2025 Q4	$2.01M	Sell	148,015 -4,710	-3%	-$64.7K	0.36%	103
2025 Q3	$2.18M	Buy	152,725 +20,589	+16%	+$278K	0.42%	83
2025 Q2	$1.78M	Buy	132,136 +12,453	+10%	+$159K	0.4%	81
2025 Q1	$1.55M	Buy	119,683 +18,844	+19%	+$240K	0.41%	78
2024 Q4	$1.22M	Buy	100,839 +37,697	+60%	+$493K	0.35%	81
2024 Q3	$863K	Buy	63,142 +28,496	+82%	+$365K	0.26%	106
2024 Q2	$422K	Buy	+34,646	New	+$401K	0.15%	123

Other funds holding JRI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 $852M AUM 0.1% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JRI Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026, closing a stake of 148,015 shares — an estimated $2.01M sold.

Prevail Innovative Wealth Advisors first reported a position in JRI in Q2 2024 and held it in 7 quarters. The position peaked at $2.18M in Q3 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 148,015 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $2.01M.
Prevail Innovative Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $2.18M in Q3 2025.
91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.