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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
IWC
26
Integrated Wealth Concepts
Massachusetts
$470K +$131K +5,575 +28%
WS
27
Wedbush Securities
California
$428K -$8.6K -365 -2%
TFS
28
TrustCore Financial Services
Tennessee
$392K +$3.02K +128 +0.6%
SFS
29
Shaker Financial Services
Virginia
$383K +$83.6K +3,548 +20%
CB
30
Commerce Bank
Missouri
$359K
XF
31
XML Financial
Maryland
$332K +$431K +18,266 New
Osaic Holdings
32
Osaic Holdings
Arizona
$274K +$356K +15,084 New
PAG
33
Private Advisor Group
New Jersey
$223K +$53.5K +2,269 +23%
IAIM
34
International Assets Investment Management
Florida
$198K +$257K +10,887 New
GCP
35
Gill Capital Partners
Colorado
$193K +$250K +10,620 New
RFM
36
Royal Fund Management
Florida
$189K +$6.48K +275 +3%
WEC
37
Winslow Evans & Crocker
Massachusetts
$136K +$37.2K +1,580 +27%
SMFS
38
Squar Milner Financial Services
California
$104K
SF
39
Synovus Financial
Georgia
$95K +$95.8K +4,065 +347%
Citigroup
40
Citigroup
New York
$83K +$20K +849 +23%
M
41
MOTCO
Texas
$63K +$81K +3,436 New
AIC
42
Ameritas Investment Company
Nebraska
$60K +$79.3K +3,364 New
GWM
43
Geneos Wealth Management
Colorado
$50K +$1.81K +77 +3%
GSWM
44
Golden State Wealth Management
California
$41K +$52.6K +2,231 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$39K -$30.4K -1,290 -37%
TFGT
46
TS Financial Group (TSFG)
Illinois
$29K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$20K
SPIA
48
Steward Partners Investment Advisory
New York
$18K -$4.71K -200 -17%
AF
49
Advisornet Financial
Minnesota
$18K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$18K