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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$216K +$112K +13,803 +111%
EH
152
Equitable Holdings
New York
$211K +$209K +25,746 New
PM
153
Penbrook Management
New York
$211K
GCP
154
Gill Capital Partners
Colorado
$210K +$90.3K +11,130 +77%
FAG
155
Fortitude Advisory Group
Washington
$210K
SPC
156
Sigma Planning Corp
Michigan
$208K +$206K +25,413 New
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$205K
KeyBank National Association
158
KeyBank National Association
Ohio
$204K
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$201K +$199K +24,568 New
CCG
160
Catalina Capital Group
California
$200K
PAS
161
Park Avenue Securities
New York
$196K -$7.85K -968 -4%
IPWA
162
International Private Wealth Advisors
California
$194K +$4.39K +541 +2%
BFG
163
Berger Financial Group
Minnesota
$194K -$616 -76 -0.3%
VBCG
164
Valley Brook Capital Group
Pennsylvania
$189K +$77.1K +9,507 +70%
AWM
165
Apollon Wealth Management
South Carolina
$185K +$2.67K +329 +1%
SCM
166
Sage Capital Management
New Jersey
$185K +$16.2K +2,000 +10%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$184K
PI
168
PFG Investments
New York
$182K +$50.6K +6,244 +39%
Fisher Asset Management
169
Fisher Asset Management
Washington
$181K +$61.3K +7,555 +52%
TWP
170
Tyche Wealth Partners
Texas
$181K +$51.5K +6,349 +40%
MFG
171
Merit Financial Group
Georgia
$180K -$30.4K -3,748 -15%
BC
172
Burney Company
Virginia
$178K
RIA
173
Realta Investment Advisors
Delaware
$177K +$3K +370 +2%
AF
174
Allworth Financial
California
$177K +$31.7K +3,903 +22%
WB
175
WesBanco Bank
West Virginia
$176K