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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
WS
26
Wedbush Securities
California
$556K +$21K +1,033 +4%
PWA
27
Physician Wealth Advisors
Utah
$553K +$498K +24,500 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$518K -$60.5K -2,977 -12%
TFS
29
TrustCore Financial Services
Tennessee
$474K -$12.1K -597 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$303K -$34.4K -1,690 -11%
XF
31
XML Financial
Maryland
$267K -$132K -6,492 -36%
PAG
32
Private Advisor Group
New Jersey
$261K -$15.3K -750 -6%
IAIM
33
International Assets Investment Management
Florida
$249K +$2.12K +104 +1%
GCP
34
Gill Capital Partners
Colorado
$241K
JWCA
35
J.W. Cole Advisors
Florida
$237K +$213K +10,452 New
RFM
36
Royal Fund Management
Florida
$235K
Stifel Financial
37
Stifel Financial
Missouri
$218K +$195K +9,613 New
WEC
38
Winslow Evans & Crocker
Massachusetts
$172K +$4.58K +225 +3%
SF
39
Synovus Financial
Georgia
$119K +$488 +24 +0.5%
Citigroup
40
Citigroup
New York
$113K +$9.05K +445 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$78K +$25.9K +1,273 +59%
GWM
42
Geneos Wealth Management
Colorado
$62K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$44K +$40.7K +2,000 New
TFGT
44
TS Financial Group (TSFG)
Illinois
$36K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$25K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$23K
TH
47
TCTC Holdings
Texas
$18K +$16.3K +800 New
SPIA
48
Steward Partners Investment Advisory
New York
$11K -$10.2K -500 -50%
OIA
49
Optimum Investment Advisors
Illinois
$11K
SIM
50
Sonora Investment Management
Arizona
$10K