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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Edge Wealth Management
New York
$371K +$3K +308 +0.8%
IAMOG
52
Investors Asset Management of Georgia
Georgia
$364K -$34.1K -3,500 -9%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$363K -$209K -21,502 -37%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$361K -$4.58K -470 -1%
Creative Planning
55
Creative Planning
Kansas
$332K -$7.8K -801 -2%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$330K +$2.92K +300 +0.9%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$305K +$10.1K +1,034 +3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$288K +$67.1K +6,887 +31%
NCM
59
Noesis Capital Mangement
Florida
$286K
AWS
60
AJ Wealth Strategies
New York
$273K
KAS
61
Kestra Advisory Services
Texas
$260K -$51.9K -5,333 -17%
HighTower Advisors
62
HighTower Advisors
Illinois
$258K +$24.8K +2,548 +11%
LFF
63
Level Four Financial
Texas
$250K
AIC
64
Ameritas Investment Company
Nebraska
$247K +$237K +24,324 +5,657%
AFP
65
Ausdal Financial Partners
Iowa
$240K -$506 -52 -0.2%
Truist Financial
66
Truist Financial
North Carolina
$236K -$38K -3,898 -14%
BB
67
Busey Bank
Illinois
$221K
HCM
68
Hollencrest Capital Management
California
$201K
SWP
69
Stratos Wealth Partners
Ohio
$198K -$6.38K -655 -3%
IFG
70
Independent Financial Group
California
$196K
Citigroup
71
Citigroup
New York
$193K -$11.9K -1,218 -6%
EP
72
Eudaimonia Partners
Tennessee
$189K
UCFA
73
United Capital Financial Advisors
Texas
$184K -$14.5K -1,489 -7%
XF
74
XML Financial
Maryland
$178K
AAS
75
Avantax Advisory Services
Texas
$175K +$1.03K +106 +0.6%