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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
Q2 		– Sell
-203
Closed -$2.5K – 1862
2026
Q1 		$2.5K Buy
+203
New +$2.64K ﹤0.01% 2218

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AIA
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LPL Financial
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GC
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Root Financial Partners's JRI Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2026, closing a stake of 203 shares — an estimated $2.5K sold.

Root Financial Partners first reported a position in JRI in Q1 2026 and held it in 1 quarter. The position peaked at $2.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Root Financial Partners reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 203 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $2.5K.
  • Root Financial Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Nuveen Real Asset Income & Growth Fund position peaked at $2.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.