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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
201
Huntleigh Advisors
Missouri
$126K – – –
AFP
202
Ausdal Financial Partners
Iowa
$126K +$89 +11 +0.1%
EWA
203
EverSource Wealth Advisors
Alabama
$126K – – –
GKWIM
204
Gerber Kawasaki Wealth & Investment Management
California
$125K +$25.8K +3,196 +24%
HKAM
205
Horizon Kinetics Asset Management
New York
$124K – – –
BFG
206
Beacon Financial Group
Texas
$123K +$1.78K +220 +1%
ACM
207
Advance Capital Management
Michigan
$120K – – –
RIA
208
Realta Investment Advisors
Delaware
$120K +$1.94K +240 +2%
PA
209
PSI Advisors
Florida
$120K +$128K +15,861 New
CAM
210
Concorde Asset Management
Michigan
$120K -$22.3K -2,760 -15%
WTC
211
WhitTier Trust Company
Nevada
$118K +$84.4K +10,444 +211%
PWM
212
Perigon Wealth Management
California
$115K – – –
A
213
Argentarii
Ohio
$114K – – –
BAM
214
Belpointe Asset Management
Nevada
$112K – – –
RWA
215
River Wealth Advisors
Pennsylvania
$111K – – –
EWA
216
Etesian Wealth Advisors
Oregon
$109K +$4.04K +500 +4%
PRTG
217
Post Resch Tallon Group
New York
$108K -$4K -495 -3%
PCM
218
Parsons Capital Management
Rhode Island
$107K – – –
RFM
219
Royal Fund Management
Florida
$106K +$1.71K +211 +2%
IC
220
IEQ Capital
California
$104K – – –
AAP
221
Arax Advisory Partners
Colorado
$103K -$8.08K -1,000 -7%
BFA
222
Beacon Financial Advisory
Ohio
$103K +$267 +33 +0.2%
AOWM
223
Asset One Wealth Management
Washington
$103K -$136K -16,839 -56%
TSS
224
Two Sigma Securities
New York
$103K -$13.6K -1,678 -11%
V
225
VeraBank
Texas
$103K – – –
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9
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