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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
WAM
26
Wolverine Asset Management
Illinois
$276K +$273K +11,493 New
Stifel Financial
27
Stifel Financial
Missouri
$254K +$20K +844 +9%
CA
28
Cornerstone Advisory
Maryland
$241K +$238K +10,000 New
WTB
29
Washington Trust Bank
Washington
$237K
BAM
30
Bruderman Asset Management
New York
$211K
FNBT
31
FineMark National Bank & Trust
Florida
$203K +$200K +8,430 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$192K -$9.5K -400 -5%
AG
33
Advisor Group
Arizona
$128K +$87.9K +3,700 +231%
WEC
34
Winslow Evans & Crocker
Massachusetts
$117K +$238 +10 +0.2%
DADC
35
D.A. Davidson & Co
Montana
$48K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$37K +$1.21K +51 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$31K +$7.15K +301 +30%
GWM
38
Geneos Wealth Management
Colorado
$28K +$28K +1,180 New
SBL
39
Sargent Bickham Lagudis
Colorado
$24K +$23.8K +1,000 New
NFG
40
Next Financial Group
Texas
$19K -$13.5K -570 -43%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$19K
Creative Planning
42
Creative Planning
Kansas
$17K +$17.1K +720 New
WA
43
WFG Advisors
Texas
$15K -$65K -2,735 -81%
LCM
44
Liberty Capital Management
Michigan
$15K
PCM
45
Penserra Capital Management
California
$13K +$4.32K +182 +50%
TDC
46
Thompson Davis & Co
Virginia
$6K
FANJ
47
Financial Architects (New Jersey)
New Jersey
$5K
LCM
48
Laurion Capital Management
New York
-$1.84M -80,273 Closed
RCM
49
Rivernorth Capital Management
Florida
-$514K -22,427 Closed
CRC
50
Curi RMB Capital
Illinois
-$398K -17,376 Closed