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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
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$575K -$71.7K -2,830 -11%
PAG
27
Private Advisor Group
New Jersey
$563K +$114K +4,518 +26%
Bank of America
28
Bank of America
North Carolina
$541K +$12.4K +490 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$527K +$10.2K +404 +2%
TFS
30
TrustCore Financial Services
Tennessee
$469K +$29.9K +1,180 +7%
KPWS
31
Kestra Private Wealth Services
Texas
$390K +$634 +25 +0.2%
GCP
32
Gill Capital Partners
Colorado
$303K
BRWA
33
B. Riley Wealth Advisors
Florida
$276K -$96.6K -3,813 -26%
CAN
34
Cetera Advisor Networks
California
$270K +$268K +10,574 New
RFM
35
Royal Fund Management
Florida
$243K +$1.24K +49 +0.5%
IAIM
36
International Assets Investment Management
Florida
$233K -$237K -9,337 -51%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$233K +$17.7K +700 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$226K +$226K +8,900 New
SPC
39
Sigma Planning Corp
Michigan
$218K
AWM
40
AE Wealth Management
Kansas
$205K
Lazard Asset Management
41
Lazard Asset Management
New York
$178K
SA
42
SRH Advisors
Kansas
$140K
Citigroup
43
Citigroup
New York
$128K +$177 +7 +0.1%
GWM
44
Geneos Wealth Management
Colorado
$72K
HI
45
Harbour Investments
Wisconsin
$72K +$279 +11 +0.4%
NFG
46
Next Financial Group
Texas
$43K
TFGT
47
TS Financial Group (TSFG)
Illinois
$41K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$41K +$101 +4 +0.3%
AWM
49
Avior Wealth Management
Nebraska
$30K +$30.4K +1,200 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$28K