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Nuveen Preferred & Income Opportunities Fund
JPC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Geneos Wealth Management
51
Geneos Wealth Management
Colorado
USD 1.47 M -USD 97.7 k -12,430 -6%
&Partners
52
&Partners
Tennessee
USD 1.41 M -USD 2.74 k -348 -0.2%
UMB Bank
53
UMB Bank
Missouri
USD 1.38 M +USD 126 k +16,000 +10%
JWM
54
Jupiter Wealth Management
Colorado
USD 1.33 M – – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
USD 1.27 M – – –
Jane Street
56
Jane Street
New York
USD 1.24 M -USD 1.2 M -153,030 -49%
HighTower Advisors
57
HighTower Advisors
Illinois
USD 1.22 M -USD 6.02 k -765 -0.5%
EGA
58
E&G Advisors
Texas
USD 1.21 M -USD 5.1 k -649 -0.4%
Hennion & Walsh Asset Management
59
Hennion & Walsh Asset Management
New Jersey
USD 1.11 M -USD 1.46 M -185,045 -57%
Private Advisor Group
60
Private Advisor Group
New Jersey
USD 1.1 M +USD 1.67 k +212 +0.2%
Cary Street Partners
61
Cary Street Partners
Virginia
USD 1.08 M – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
USD 1.05 M -USD 31.9 k -4,058 -3%
AlphaCore Capital
63
AlphaCore Capital
California
USD 1.04 M +USD 247 k +31,432 +32%
StoneX Group
64
StoneX Group
New York
USD 1.03 M +USD 295 k +37,539 +41%
Bramshill Investments
65
Bramshill Investments
Florida
USD 994 k +USD 400 k +50,836 +67%
Wedbush Securities
66
Wedbush Securities
California
USD 940 k +USD 30.5 k +3,877 +3%
Independent Financial Group
67
Independent Financial Group
California
USD 869 k +USD 137 k +17,398 +19%
Advisory Services Network
68
Advisory Services Network
Georgia
USD 839 k -USD 22 k -2,800 -3%
Cornerstone Advisory
69
Cornerstone Advisory
Maryland
USD 826 k – – –
TCM
70
Triumph Capital Management
Colorado
USD 812 k +USD 74.8 k +9,517 +10%
OWCM
71
One Wealth Capital Management
Arizona
USD 798 k +USD 411 k +52,303 +107%
PVM
72
Palogic Value Management
Texas
USD 792 k – – –
Diversify Wealth Management
73
Diversify Wealth Management
Utah
USD 766 k +USD 6.94 k +883 +0.9%
Diversify Advisory Services
74
Diversify Advisory Services
Utah
USD 766 k +USD 783 k +99,591 Nuevas
MWM
75
Melfa Wealth Management
Massachusetts
USD 764 k -USD 912 -116 -0.1%
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