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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
126
Romano Brothers & Co
Illinois
$7.28K +$7.25K +1,000 New
BTI
127
Blue Trust Inc
Georgia
$7K +$7.3K +1,007 New
CAS
128
Coppell Advisory Solutions
Texas
$5.83K +$5.81K +801 New
CASC
129
Coppell Advisory Solutions Corp
Texas
$5.83K +$5.81K +801 New
BC
130
Barrett & Company
Rhode Island
$5.46K – – –
CT
131
Caldwell Trust
Florida
$4.87K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$3K -$7 -1 -0.3%
WWM
133
Wolff Wiese Magana
California
$2.55K – – –
PA
134
Parallel Advisors
California
$990 – – –
PAG
135
Private Advisor Group
New Jersey
$958 -$62.1K -8,558 -6%
EWA
136
EverSource Wealth Advisors
Alabama
$116 – – –
LOIP
137
Live Oak Investment Partners
Texas
$9 – – –
AI
138
AXS Investments
New York
– -$662K -95,190 Closed
HIP
139
HUB Investment Partners
Texas
– -$340K -48,947 Closed
BRA
140
Biechele Royce Advisors
Indiana
– -$184K -26,500 Closed
DDC
141
DF Dent & Co
Maryland
– -$174K -24,978 Closed
WWM
142
Western Wealth Management
Colorado
– -$125K -17,963 Closed
AAS
143
Avantax Advisory Services
Texas
– -$112K -16,164 Closed
PWP
144
Private Wealth Partners
California
– -$94K -13,500 Closed
FHA
145
Flagship Harbor Advisors
Massachusetts
– -$92K -13,248 Closed
CCP
146
Clarkston Capital Partners
Michigan
– -$90K -13,000 Closed
XF
147
XML Financial
Maryland
– -$78K -11,199 Closed
HCM
148
Hollencrest Capital Management
California
– -$80.4K -11,087 Closed
PAG
149
Private Advisory Group
Washington
– -$75K -10,734 Closed
SAM
150
SignalPoint Asset Management
Missouri
– -$73K -10,523 Closed