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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
LPL Financial
26
LPL Financial
California
$504K +$96.7K +4,520 +22%
GC
27
Guggenheim Capital
Illinois
$426K -$37.3K -1,743 -8%
CB
28
Commerce Bank
Missouri
$399K
IA
29
IFP Advisors
Florida
$364K -$522K -24,383 -58%
PAG
30
Private Advisor Group
New Jersey
$302K -$214K -10,000 -40%
DA
31
Doliver Advisors
Texas
$273K +$56.9K +2,661 +25%
GCP
32
Gill Capital Partners
Colorado
$225K +$187K +8,720 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$216K +$21.4K +1,000 +10%
WS
34
Wedbush Securities
California
$210K +$223K +10,404 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$200K +$212K +9,905 New
WAM
36
Wolverine Asset Management
Illinois
$166K +$161K +7,545 +1,070%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$162K +$15.3K +713 +10%
WTB
38
Washington Trust Bank
Washington
$116K
WCM
39
Whitener Capital Management
North Carolina
$89K -$2.57K -120 -3%
BAM
40
Bruderman Asset Management
New York
$55K
HNB
41
Huntington National Bank
Ohio
$53K
GWM
42
Geneos Wealth Management
Colorado
$52K
Citigroup
43
Citigroup
New York
$47K -$214 -10 -0.4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$40K +$42K +1,963 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$27K -$21.4K -1,000 -43%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$22K
CIAS
47
Capital Investment Advisory Services
North Carolina
$16K +$17.1K +800 New
BC
48
Barnett & Company
Tennessee
$13K
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$12K
NFG
50
Next Financial Group
Texas
$11K -$8.56K -400 -43%