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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
101
Schechter Investment Advisors
Michigan
$83.7K
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.9K
FSI
103
Flow State Investments
Illinois
$81K +$82.7K +12,800 New
SFC
104
Strategic Financial Concepts
Texas
$77.5K
KAS
105
Kestra Advisory Services
Texas
$76.4K -$17.8K -2,752 -19%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$73.7K -$189K -29,211 -72%
FAG
107
Fortitude Advisory Group
Washington
$73.2K
LF
108
LifeSteps Financial
California
$72.9K
CHJWM
109
Carlton Hofferkamp & Jenks Wealth Management
Texas
$72K -$54.9K -8,500 -41%
BRWA
110
B. Riley Wealth Advisors
Florida
$71.9K -$48.5K -7,508 -40%
AWM
111
Apollon Wealth Management
South Carolina
$71K +$1.45K +225 +2%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$67.5K +$68.8K +10,662 New
CAM
113
Cresset Asset Management
Illinois
$66.9K -$2.52K -391 -4%
DDC
114
DF Dent & Co
Maryland
$66.9K -$2.57K -398 -4%
Cerity Partners
115
Cerity Partners
New York
$63.6K -$16.1K -2,500 -20%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$59K +$14.9K +2,300 +33%
SWM
117
Spire Wealth Management
Virginia
$39K +$659 +102 +2%
CFGS
118
Concourse Financial Group Securities
Alabama
$36K
PTC
119
Private Trust Company
Ohio
$26.8K
SIS
120
Sound Income Strategies
Florida
$24.7K
HCP
121
Hexagon Capital Partners
Arkansas
$21.4K
CBT
122
CoreFirst Bank & Trust
Kansas
$21.1K -$26.4K -4,082 -55%
FIA
123
FNY Investment Advisers
New York
$18K
CA
124
Clearstead Advisors
Ohio
$14.6K +$14.9K +2,300 New
JP Morgan Chase
125
JP Morgan Chase
New York
$14.5K +$14.8K +2,292 New