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Nuveen Preferred & Income Opportunities Fund
JPC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 15.5 M -USD 229 k -22,262 -1%
McGowan Group Asset Management
2
McGowan Group Asset Management
Texas
USD 15.3 M -USD 8.6 M -836,303 -35%
Morgan Stanley
3
Morgan Stanley
New York
USD 9.8 M +USD 1.72 M +167,226 +21%
Cohen & Steers
4
Cohen & Steers
New York
USD 9.04 M -USD 3.59 M -349,340 -28%
Invesco
5
Invesco
Georgia
USD 8.72 M -USD 444 k -43,134 -5%
AEGON Asset Management (UK)
6
AEGON Asset Management (UK)
United Kingdom
USD 8.24 M +USD 390 k +37,941 +5%
UBS Group
7
UBS Group
Switzerland
USD 6.84 M -USD 320 k -31,074 -4%
Jacobus Wealth Management
8
Jacobus Wealth Management
Wisconsin
USD 6.53 M +USD 1.86 M +181,208 +39%
First Foundation Advisors
9
First Foundation Advisors
California
USD 5.81 M -USD 303 k -29,428 -5%
LPL Financial
10
LPL Financial
California
USD 4.51 M +USD 1.12 M +109,183 +32%
Bank of America
11
Bank of America
North Carolina
USD 3.83 M +USD 152 k +14,814 +4%
Capital Investment Advisors
12
Capital Investment Advisors
Georgia
USD 3.26 M -USD 83.8 k -8,148 -2%
United Capital Financial Advisors
13
United Capital Financial Advisors
Texas
USD 2.49 M +USD 1.08 M +104,711 +73%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 2.37 M +USD 977 k +94,992 +67%
Dixon Hubard Feinour & Brown
15
Dixon Hubard Feinour & Brown
Virginia
USD 2.35 M +USD 91.6 k +8,900 +4%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 1.94 M +USD 1.12 M +108,932 +129%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
USD 1.84 M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 1.69 M -USD 723 k -70,301 -29%
Shaker Financial Services
19
Shaker Financial Services
Virginia
USD 1.52 M +USD 1.56 M +152,108 Nuevas
Guggenheim Capital
20
Guggenheim Capital
Illinois
USD 1.35 M +USD 409 k +39,728 +42%
Oxbow Advisors
21
Oxbow Advisors
Texas
USD 1.27 M -USD 46.2 k -4,495 -3%
SeaBridge Investment Advisors
22
SeaBridge Investment Advisors
New Jersey
USD 1.17 M – – –
IFC Holdings
23
IFC Holdings
Florida
USD 1.15 M +USD 241 k +23,450 +26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 1.15 M +USD 82.3 k +7,998 +8%
EGA
25
E&G Advisors
Texas
USD 1.11 M +USD 110 k +10,700 +11%
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