Root Financial Partners
JRI icon

Root Financial Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Root Financial Partners’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 		$2.07K Buy
+192
New +$2.38K ﹤0.01% 2626
2026
Q2 		– Sell
-203
Closed -$2.5K – 1862
2026
Q1 		$2.5K Buy
+203
New +$2.64K ﹤0.01% 2218

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Root Financial Partners's JRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2026: 192 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #2626 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JRI as recently as Q1 2026.

Root Financial Partners first reported a position in JRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.5K in Q1 2026. 41 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

  • Root Financial Partners held 192 shares of Nuveen Real Asset Income & Growth Fund worth $2.07K as of Q3 2026.
  • Nuveen Real Asset Income & Growth Fund was a new Root Financial Partners position in Q3 2026.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2626 holding.
  • Root Financial Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Nuveen Real Asset Income & Growth Fund position peaked at $2.5K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.