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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
$504K +$1.19K +53 +0.2%
Ameriprise
27
Ameriprise
Minnesota
$409K -$6.93M -309,506 -94%
Osaic Holdings
28
Osaic Holdings
Arizona
$399K +$106K +4,744 +35%
TFS
29
TrustCore Financial Services
Tennessee
$394K -$68K -3,038 -15%
KPWS
30
Kestra Private Wealth Services
Texas
$357K +$363K +16,229 New
SFS
31
Shaker Financial Services
Virginia
$331K +$337K +15,077 New
GCP
32
Gill Capital Partners
Colorado
$261K +$28K +1,250 +12%
PAG
33
Private Advisor Group
New Jersey
$242K -$11.2K -500 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$235K +$239K +10,672 New
RFM
35
Royal Fund Management
Florida
$228K
IAIM
36
International Assets Investment Management
Florida
$223K -$18.8K -839 -8%
Stifel Financial
37
Stifel Financial
Missouri
$223K +$12.2K +545 +6%
XF
38
XML Financial
Maryland
$218K -$41.9K -1,870 -16%
GLA
39
Good Life Advisors
Pennsylvania
$209K +$215K +9,588 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$170K +$3.36K +150 +2%
SA
41
SRH Advisors
Kansas
$121K +$123K +5,500 New
Citigroup
42
Citigroup
New York
$110K +$157 +7 +0.1%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$92K +$93.6K +4,180 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$69K -$6.94K -310 -9%
GWM
45
Geneos Wealth Management
Colorado
$62K
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$62K +$62.7K +2,800 New
GSWM
47
Golden State Wealth Management
California
$50K +$50.9K +2,274 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$45K
NFG
49
Next Financial Group
Texas
$41K +$42.1K +1,880 New
TFGT
50
TS Financial Group (TSFG)
Illinois
$35K