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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$245K +$237K +10,024 New
BAM
27
Bruderman Asset Management
New York
$215K
WEC
28
Winslow Evans & Crocker
Massachusetts
$118K -$345K -14,613 -75%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$102K
FNBT
30
FineMark National Bank & Trust
Florida
$96K -$92.8K -3,930 -50%
WA
31
WFG Advisors
Texas
$72K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$54K +$11.1K +469 +27%
Deutsche Bank
33
Deutsche Bank
Germany
$48K -$70.8K -3,000 -60%
AG
34
Advisor Group
Arizona
$39K +$37.8K +1,600 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$26K
NFG
36
Next Financial Group
Texas
$24K
MFS
37
MSI Financial Services
Massachusetts
$17K +$16.5K +700 New
GWS
38
Glassman Wealth Services
Virginia
$15K +$14.9K +630 New
TRCT
39
Tower Research Capital (TRC)
New York
$14K +$13.2K +560 New
PCM
40
Penserra Capital Management
California
$6K
TDC
41
Thompson Davis & Co
Virginia
$6K
FANJ
42
Financial Architects (New Jersey)
New Jersey
$5K +$4.72K +200 New
EWM
43
Evercore Wealth Management
New York
$2K
YMRC
44
Yorktown Management & Research Company
Virginia
-$1.41M -60,000 Closed
VFS
45
VSR Financial Services
Kansas
-$267K -11,413 Closed
AIG
46
American International Group
New York
-$37K -1,600 Closed
Citigroup
47
Citigroup
New York
-$7K -300 Closed
KFA
48
Kelleher Financial Advisors
New York
-$5K -218 Closed