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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
SPC
26
Sigma Planning Corp
Michigan
$632K
EGA
27
E&G Advisors
Texas
$584K -$35.2K -1,400 -6%
IH
28
IFC Holdings
Florida
$567K -$58.6K -2,330 -9%
XS
29
XML Securities
Maryland
$529K +$537K +21,367 New
SG Americas Securities
30
SG Americas Securities
New York
$338K +$164K +6,533 +92%
SFS
31
Shaker Financial Services
Virginia
$314K -$155K -6,154 -33%
LPL Financial
32
LPL Financial
California
$265K +$29.1K +1,156 +12%
CA
33
Cornerstone Advisory
Maryland
$248K
WTB
34
Washington Trust Bank
Washington
$230K +$73.1K +2,905 +45%
PAG
35
Private Advisor Group
New Jersey
$223K -$422K -16,798 -65%
BAM
36
Bruderman Asset Management
New York
$217K
FNBT
37
FineMark National Bank & Trust
Florida
$209K
RJFSA
38
Raymond James Financial Services Advisors
Florida
$209K +$212K +8,447 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$147K +$86.7K +3,448 +138%
RFC
40
Regions Financial Corp
Alabama
$137K +$139K +5,522 New
BTIS
41
BB&T Investment Services
North Carolina
$107K +$109K +4,331 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$97.9K
SEI Investments
43
SEI Investments
Pennsylvania
$50K
GRP
44
Global Retirement Partners
California
$40K +$40.5K +1,609 New
GWM
45
Geneos Wealth Management
Colorado
$39K
MOS
46
MGO One Seven
Ohio
$39K +$39.1K +1,556 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$33K
IWM
48
IHT Wealth Management
Illinois
$31K +$31.3K +1,243 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$29K -$9.28K -369 -24%
SWP
50
Stratos Wealth Partners
Ohio
$28K +$28.9K +1,150 New