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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 13.6 M -USD 563 k -55,351 -4%
Morgan Stanley
2
Morgan Stanley
New York
USD 12.7 M +USD 668 k +65,723 +6%
UBS Group
3
UBS Group
Switzerland
USD 11.9 M +USD 560 k +55,099 +5%
Invesco
4
Invesco
Georgia
USD 10.9 M +USD 286 k +28,133 +3%
Cohen & Steers
5
Cohen & Steers
New York
USD 9.01 M +USD 868 k +85,371 +11%
Jacobus Wealth Management
6
Jacobus Wealth Management
Wisconsin
USD 6.68 M +USD 815 k +80,145 +14%
AEGON Asset Management (UK)
7
AEGON Asset Management (UK)
United Kingdom
USD 5.36 M – – –
Bank of America
8
Bank of America
North Carolina
USD 5.35 M +USD 896 k +88,131 +21%
Private Advisor Group
9
Private Advisor Group
New Jersey
USD 5.21 M +USD 5.06 M +497,489 Nuevas
First Foundation Advisors
10
First Foundation Advisors
California
USD 4.86 M +USD 23 k +2,261 +0.5%
Parametric Portfolio Associates
11
Parametric Portfolio Associates
Washington
USD 4.79 M +USD 4.68 M +460,279 Nuevas
Brinker Capital Investments
12
Brinker Capital Investments
Pennsylvania
USD 4.33 M +USD 4.24 M +416,771 Nuevas
Janus Henderson Group
13
Janus Henderson Group
USD 3.97 M +USD 3.88 M +381,324 Nuevas
Guggenheim Capital
14
Guggenheim Capital
Illinois
USD 3.68 M +USD 2.24 M +220,545 +166%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 3.51 M +USD 216 k +21,271 +7%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
USD 3.31 M +USD 3.23 M +318,000 Nuevas
Rivernorth Capital Management
17
Rivernorth Capital Management
Florida
USD 3.02 M -USD 9.44 M -929,032 -76%
Dixon Hubard Feinour & Brown
18
Dixon Hubard Feinour & Brown
Virginia
USD 2.86 M +USD 63 k +6,200 +2%
Vident Investment Advisory
19
Vident Investment Advisory
Georgia
USD 2.85 M +USD 419 k +41,191 +18%
LPL Financial
20
LPL Financial
California
USD 2.52 M -USD 2.2 M -216,569 -47%
Capital Investment Advisors
21
Capital Investment Advisors
Georgia
USD 2.45 M -USD 496 k -48,777 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 2.2 M +USD 439 k +43,174 +26%
EGA
23
E&G Advisors
Texas
USD 2.1 M +USD 496 k +48,800 +32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 1.82 M +USD 91.4 k +8,993 +5%
Cetera Advisor Networks
25
Cetera Advisor Networks
California
USD 1.72 M +USD 296 k +29,137 +21%
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