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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$93K -$560K -88,118 -86%
V
202
VeraBank
Texas
$92.3K +$86.9K +13,658 New
VF
203
Virtu Financial
New York
$92K +$86.3K +13,563 New
OIA
204
OneDigital Investment Advisors
Kansas
$91.5K +$86.1K +13,536 New
VBCG
205
Valley Brook Capital Group
Pennsylvania
$91.2K +$85.8K +13,489 New
BFG
206
Beacon Financial Group
Texas
$90.8K +$85.4K +13,432 New
HCM
207
Hollencrest Capital Management
California
$90.3K +$80K +12,581 +1,611%
TWM
208
Tradition Wealth Management
Minnesota
$90K +$85K +13,369 New
PWM
209
Perigon Wealth Management
California
$90K +$84.7K +13,312 New
SIA
210
Schechter Investment Advisors
Michigan
$89.4K
NAM
211
NorthCrest Asset Manangement
Minnesota
$89.4K +$84.1K +13,218 New
PA
212
PSI Advisors
Florida
$88.5K +$83.3K +13,096 New
PFA
213
Pathway Financial Advisers
Indiana
$87.4K +$82.2K +12,924 New
SSW
214
Smith Shellnut Wilson
Mississippi
$86.9K +$81.8K +12,855 New
CHJWM
215
Carlton Hofferkamp & Jenks Wealth Management
Texas
$85.2K
EH
216
Equitable Holdings
New York
$84.4K +$79.4K +12,490 New
SGCA
217
Steel Grove Capital Advisors
Tennessee
$83.5K +$78.6K +12,359 New
AWM
218
Apollon Wealth Management
South Carolina
$83.4K +$7.14K +1,123 +10%
SG
219
StoneX Group
New York
$83K +$78.1K +12,272 New
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$81K
FHA
221
Flagship Harbor Advisors
Massachusetts
$80.5K +$75.7K +11,904 New
SVWAG
222
Sound View Wealth Advisors Group
Georgia
$79.6K +$74.9K +11,770 New
RBC
223
Romano Brothers & Co
Illinois
$78.1K +$73.5K +11,550 New
LF
224
LifeSteps Financial
California
$77.9K
MGIA
225
Moneta Group Investment Advisors
Missouri
$76.8K +$72.2K +11,356 New