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SeaCrest Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

SeaCrest Wealth Management’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 		$295K Sell
22,779
-1,450
-6% -$18.6K 0.03% 413
2026
Q1 		$298K Sell
24,229
-1,093
-4% -$14.2K 0.03% 475
2025
Q4 		$345K Sell
25,322
-827
-3% -$11.4K 0.04% 428
2025
Q3 		$369K Buy
26,149
+1,141
+5% +$15.4K 0.04% 403
2025
Q2 		$338K Buy
25,008
+753
+3% +$9.62K 0.04% 425
2025
Q1 		$314K Buy
+24,255
New +$308K 0.04% 464
2019
Q2 		– Sell
-1,017
Closed -$16K – 1212
2019
Q1 		$16K Sell
1,017
-30
-3% -$461 ﹤0.01% 1377
2018
Q4 		$14K Sell
1,047
-487
-32% -$7.21K ﹤0.01% 1377
2018
Q3 		$25K Buy
1,534
+10
+0.7% +$163 ﹤0.01% 1293
2018
Q2 		$25K Sell
1,524
-467
-23% -$7.61K ﹤0.01% 1268
2018
Q1 		$32K Sell
1,991
-152
-7% -$2.58K 0.01% 1147
2017
Q4 		$38K Buy
+2,143
New +$38K 0.01% 1072

Other funds holding JRI

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SeaCrest Wealth Management's JRI Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 6% in Q2 2026, selling an estimated $18.6K and leaving 22,779 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #413.

SeaCrest Wealth Management first reported a position in JRI in Q4 2017 and has held it in 12 quarters since. The position peaked at $369K in Q3 2025. 11 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • SeaCrest Wealth Management held 22,779 shares of Nuveen Real Asset Income & Growth Fund worth $295K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,450 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $18.6K.
  • Nuveen Real Asset Income & Growth Fund made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #413 holding.
  • SeaCrest Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2017 and has held it in 12 quarters since.
  • SeaCrest Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $369K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.