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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$377K – – –
4WM
102
49 Wealth Management
Texas
$375K – – –
TCA
103
Transcend Capital Advisors
New Jersey
$367K -$3.3K -425 -0.9%
IAMOG
104
Investors Asset Management of Georgia
Georgia
$365K +$9.7K +1,250 +3%
PFS
105
Prospera Financial Services
Texas
$362K -$14.3K -1,837 -4%
IFG
106
Independent Financial Group
California
$361K +$2.71K +349 +0.8%
IAG
107
Investmark Advisory Group
Connecticut
$360K +$5.4K +696 +2%
OA
108
Operose Advisors
Wisconsin
$359K – – –
KPWS
109
Kestra Private Wealth Services
Texas
$349K +$44.2K +5,700 +15%
HIP
110
HUB Investment Partners
Texas
$340K -$125K -16,067 -28%
GS
111
GTS Securities
Florida
$336K +$323K +41,637 New
BC
112
Burney Company
Virginia
$333K +$4.2K +541 +1%
AAS
113
Avantax Advisory Services
Texas
$331K -$5.33K -687 -2%
PAS
114
Park Avenue Securities
New York
$330K -$27.3K -3,523 -8%
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$307K – – –
JIR
116
James Investment Research
Ohio
$295K – – –
KWA
117
Kingswood Wealth Advisors
California
$287K +$276K +35,519 New
WT
118
Whittier Trust
California
$281K -$7.66K -987 -3%
PM
119
Penbrook Management
New York
$271K – – –
PWA
120
Prairie Wealth Advisors
Nebraska
$271K +$1.55K +200 +0.6%
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$4.55K +586 +2%
SG
122
StoneX Group
New York
$268K +$1.9K +245 +0.7%
RJT
123
Raymond James Trust
Florida
$258K -$86.5K -11,152 -26%
PTC
124
Private Trust Company
Ohio
$252K – – –
SRC
125
Shufro Rose & Co
New York
$249K – – –
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5
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