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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Petra Financial Advisors
Colorado
$1.5M -$28.4K -3,955 -2%
JWM
52
Jupiter Wealth Management
Colorado
$1.4M
SA
53
Sanctuary Advisors
Indiana
$1.3M +$1.33M +185,385 New
GWM
54
Geneos Wealth Management
Colorado
$1.2M +$59.8K +8,331 +5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.18M
CL
56
Choreo LLC
Illinois
$1.17M +$531K +73,918 +89%
PAG
57
Private Advisor Group
New Jersey
$1.09M -$214K -29,850 -17%
Mariner
58
Mariner
Kansas
$841K +$32.9K +4,576 +4%
EGA
59
E&G Advisors
Texas
$817K -$20.8K -2,900 -3%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$807K -$2.64M -368,228 -77%
KAS
61
Kestra Advisory Services
Texas
$782K -$30.1K -4,195 -4%
MWM
62
Melfa Wealth Management
Massachusetts
$780K -$711 -99 -0.1%
PVM
63
Palogic Value Management
Texas
$757K -$7.1K -988 -1%
SIC
64
Samalin Investment Counsel
New York
$711K +$3.63K +506 +0.5%
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$711K -$32.6K -4,538 -5%
WS
66
Wela Strategies
Georgia
$691K +$23.8K +3,309 +4%
SDAM
67
Shulman DeMeo Asset Management
New York
$676K -$1.24K -172 -0.2%
BIA
68
Benchmark Investment Advisors
Illinois
$657K
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$639K -$41.5K -5,778 -6%
AWS
70
Atria Wealth Solutions
New York
$626K +$67.6K +9,418 +13%
AWM
71
Accel Wealth Management
Iowa
$617K -$10.9K -1,522 -2%
LCM
72
Landscape Capital Management
New Jersey
$602K -$2.57M -357,537 -82%
ASFA
73
All Season Financial Advisors
Colorado
$595K -$30.2K -4,199 -5%
PS
74
Principal Securities
Iowa
$593K -$8.51K -1,185 -1%
MSA
75
Marino Stram & Associates
Massachusetts
$591K