NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in JRI — Nuveen Real Asset Income & Growth Fund
CIK 1109767
CEDAR RAPIDS, IA
Position in JRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$511,142
+$13,730 QoQ
Shares Held
39,440
-2.5% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#6
of 29 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JRI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. JRI ranks #26 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in JRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,142 | 39,440 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $497,412 | 40,440 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $550,388 | 40,440 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $575,327 | 40,374 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $567,082 | 42,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $553,454 | 42,771 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $530,397 | 43,726 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $593,962 | 43,450 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,045 | 40,431 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $479,513 | 40,431 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $480,296 | 40,981 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $447,432 | 42,131 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $527,957 | 46,231 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $554,492 | 47,231 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $552,604 | 47,231 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $524,396 | 47,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $606,524 | 46,406 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $713,668 | 46,706 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $769,018 | 47,706 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $735,141 | 48,206 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $621,764 | 38,691 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $546,495 | 37,126 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $526,486 | 39,115 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $471,450 | 39,092 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $456,383 | 39,074 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $385,443 | 39,052 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||