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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
PWA
26
Physician Wealth Advisors
Utah
$613K
IWC
27
Integrated Wealth Concepts
Massachusetts
$527K -$36.1K -1,486 -7%
Bank of America
28
Bank of America
North Carolina
$518K -$393K -16,170 -44%
Osaic Holdings
29
Osaic Holdings
Arizona
$506K +$53.4K +2,200 +12%
IAIM
30
International Assets Investment Management
Florida
$459K +$226K +9,304 +101%
PAG
31
Private Advisor Group
New Jersey
$439K +$922 +38 +0.2%
TFS
32
TrustCore Financial Services
Tennessee
$430K
Stifel Financial
33
Stifel Financial
Missouri
$390K +$141K +5,825 +60%
KPWS
34
Kestra Private Wealth Services
Texas
$382K -$23.5K -970 -6%
BRWA
35
B. Riley Wealth Advisors
Florida
$367K +$355K +14,636 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$317K +$308K +12,667 New
GCP
37
Gill Capital Partners
Colorado
$297K
Goldman Sachs
38
Goldman Sachs
New York
$243K +$236K +9,722 New
RFM
39
Royal Fund Management
Florida
$237K -$5.03K -207 -2%
GLA
40
Good Life Advisors
Pennsylvania
$237K +$7.28K +300 +3%
MHS
41
M Holdings Securities
Oregon
$220K +$214K +8,798 New
SPC
42
Sigma Planning Corp
Michigan
$214K
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$211K +$205K +8,450 New
AWM
44
AE Wealth Management
Kansas
$201K +$195K +8,025 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$200K -$650K -26,792 -77%
Lazard Asset Management
46
Lazard Asset Management
New York
$175K
SA
47
SRH Advisors
Kansas
$138K
Citigroup
48
Citigroup
New York
$125K -$830K -34,202 -87%
VBCG
49
Valley Brook Capital Group
Pennsylvania
$105K
GWM
50
Geneos Wealth Management
Colorado
$72K