Sowell Financial Services LLC
Position in JRI — Nuveen Real Asset Income & Growth Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in JRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$398,260
+$23,024 QoQ
Shares Held
30,730
+0.7% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 29 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JRI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. JRI ranks #28 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in JRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,260 | 30,730 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $375,236 | 30,507 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $413,295 | 30,367 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $429,051 | 30,109 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $403,867 | 29,916 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $384,588 | 29,721 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $358,963 | 29,593 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $401,228 | 29,351 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $386,847 | 31,787 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375,287 | 31,643 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $349,255 | 29,800 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $314,596 | 29,623 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $346,790 | 30,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $355,147 | 30,251 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $353,048 | 30,175 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $334,578 | 30,007 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $392,712 | 30,047 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $377,513 | 23,419 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $454,053 | 29,774 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $449,654 | 27,981 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $411,336 | 27,944 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,951 | 145 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,748 | 145 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,600 | 137 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,352 | 137 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||