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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
SOA Wealth Advisors
New York
$40.6K +$38.2K +6,007 New
HBW
252
Hazlett, Burt & Watson
West Virginia
$39K +$22.2K +3,491 +159%
WTC
253
WhitTier Trust Company
Nevada
$33.4K +$31.4K +4,944 New
RDIA
254
RE Dickinson Investment Advisors
Iowa
$32K +$29.9K +4,708 New
SIS
255
Sound Income Strategies
Florida
$27K +$623 +98 +3%
SWM
256
Sugarloaf Wealth Management
Georgia
$23.4K +$22.1K +3,469 New
CHC
257
City Holding Co
West Virginia
$23.3K +$22K +3,452 New
NFA
258
Northwest Financial Advisors
Virginia
$23.3K +$21.9K +3,449 New
BCWM
259
Bartlett & Co Wealth Management
Ohio
$23.1K +$21.7K +3,419 New
HGERS
260
Householder Group Estate & Retirement Specialist
Arizona
$23K +$14.6K +2,295 +199%
BC
261
Bartlett & Co
Ohio
$23K +$21.7K +3,419 New
HCP
262
Hexagon Capital Partners
Arkansas
$22.9K – – –
TC
263
Truvestments Capital
Florida
$20.7K +$19.5K +3,065 New
BWM
264
Baystate Wealth Management
Massachusetts
$20.5K +$19.3K +3,027 New
CA
265
Clearstead Advisors
Ohio
$15.5K – – –
AF
266
Advisornet Financial
Minnesota
$15.4K +$14.5K +2,285 New
US Bancorp
267
US Bancorp
Minnesota
$15.3K +$14.4K +2,265 New
CT
268
Caldwell Trust
Florida
$14.1K +$9.03K +1,419 +212%
GPFA
269
Game Plan Financial Advisors
Ohio
$13.4K +$12.6K +1,977 New
OLVIG
270
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K +$12.6K +1,977 New
MSWM
271
McGlone Suttner Wealth Management
Wisconsin
$13.2K +$12.4K +1,948 New
CWP
272
Concord Wealth Partners
Virginia
$12.9K +$12.1K +1,907 New
FWM
273
Focused Wealth Management
New York
$10.7K – – –
PS
274
Planned Solutions
California
$10.4K +$9.83K +1,545 New
CNBTD
275
Citizens National Bank Trust Department
Mississippi
$9.46K – – –
9 10
11
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