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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
$626K +$48.5K +2,090 +8%
PAG
27
Private Advisor Group
New Jersey
$566K +$371K +16,000 +179%
GC
28
Guggenheim Capital
Illinois
$518K -$10.5K -454 -2%
LPL Financial
29
LPL Financial
California
$464K -$339K -14,614 -42%
CB
30
Commerce Bank
Missouri
$448K
Stifel Financial
31
Stifel Financial
Missouri
$254K +$18.6K +800 +8%
DA
32
Doliver Advisors
Texas
$246K +$252K +10,851 New
SFS
33
Shaker Financial Services
Virginia
$229K +$234K +10,104 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$220K -$4.8K -207 -2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$166K +$29K +1,252 +21%
WTB
36
Washington Trust Bank
Washington
$130K
RFC
37
Regions Financial Corp
Alabama
$105K
WCM
38
Whitener Capital Management
North Carolina
$103K -$137K -5,920 -57%
SPIA
39
Steward Partners Investment Advisory
New York
$95K +$97.4K +4,200 New
BAM
40
Bruderman Asset Management
New York
$61K
GWM
41
Geneos Wealth Management
Colorado
$58K +$60K +2,589 New
Citigroup
42
Citigroup
New York
$53K +$3.27K +141 +7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$53K +$23.2K +1,000 +75%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$6.96K +300 +38%
NFG
45
Next Financial Group
Texas
$21K +$21.8K +940 New
SWP
46
Stratos Wealth Partners
Ohio
$20K +$20.9K +900 New
WAM
47
Wolverine Asset Management
Illinois
$16K +$16.4K +705 New
BC
48
Barnett & Company
Tennessee
$15K
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$14K
WEC
50
Winslow Evans & Crocker
Massachusetts
$10K