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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
Stifel Financial
26
Stifel Financial
Missouri
$664K +$1.67K +65 +0.2%
PWA
27
Physician Wealth Advisors
Utah
$622K
PAG
28
Private Advisor Group
New Jersey
$551K +$3.23K +126 +0.6%
SFS
29
Shaker Financial Services
Virginia
$536K +$555K +21,610 New
Osaic Holdings
30
Osaic Holdings
Arizona
$518K +$5.24K +204 +1%
HF
31
HRT Financial
New York
$498K +$516K +20,100 New
Jane Street
32
Jane Street
New York
$473K +$490K +19,092 New
WAM
33
Wolverine Asset Management
Illinois
$463K +$480K +18,701 New
TFS
34
TrustCore Financial Services
Tennessee
$456K
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$388K -$191K -7,441 -33%
KPWS
36
Kestra Private Wealth Services
Texas
$380K +$437 +17 +0.1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$324K +$335K +13,054 New
CAN
38
Cetera Advisor Networks
California
$313K +$52.7K +2,051 +19%
GCP
39
Gill Capital Partners
Colorado
$294K
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$259K +$33.4K +1,301 +14%
BRWA
41
B. Riley Wealth Advisors
Florida
$233K -$37.1K -1,443 -13%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$220K
SPC
43
Sigma Planning Corp
Michigan
$212K
IAIM
44
International Assets Investment Management
Florida
$204K -$23.6K -918 -10%
Lazard Asset Management
45
Lazard Asset Management
New York
$173K
SA
46
SRH Advisors
Kansas
$136K
GWM
47
Geneos Wealth Management
Colorado
$71K
HI
48
Harbour Investments
Wisconsin
$70K +$26 +1 +0%
HA
49
Herold Advisors
New York
$56K +$58.5K +2,280 New
Citigroup
50
Citigroup
New York
$43K -$84.9K -3,305 -66%