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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
LPL Financial
26
LPL Financial
California
$677K -$23.6K -940 -3%
IFG
27
Independent Financial Group
California
$644K +$626K +24,895 New
PWA
28
Physician Wealth Advisors
Utah
$628K
Osaic Holdings
29
Osaic Holdings
Arizona
$627K +$84.1K +3,344 +16%
Bank of America
30
Bank of America
North Carolina
$617K -$102K -4,053 -15%
PAG
31
Private Advisor Group
New Jersey
$578K +$3.14K +125 +0.6%
TFS
32
TrustCore Financial Services
Tennessee
$476K
KPWS
33
Kestra Private Wealth Services
Texas
$397K +$604 +24 +0.2%
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$390K -$1.08K -43 -0.3%
GCP
35
Gill Capital Partners
Colorado
$307K
Baird Financial Group
36
Baird Financial Group
Wisconsin
$304K -$32.7K -1,300 -10%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$274K +$267K +10,600 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$264K +$257K +10,208 New
NA
39
NewEdge Advisors
Louisiana
$234K +$227K +9,039 New
BRWA
40
B. Riley Wealth Advisors
Florida
$212K -$30.7K -1,219 -13%
CWP
41
Concord Wealth Partners
Virginia
$211K +$205K +8,150 New
SPC
42
Sigma Planning Corp
Michigan
$208K -$12.6K -500 -6%
AWM
43
AE Wealth Management
Kansas
$208K +$202K +8,030 New
Lazard Asset Management
44
Lazard Asset Management
New York
$181K
SA
45
SRH Advisors
Kansas
$142K
GWM
46
Geneos Wealth Management
Colorado
$111K +$36.7K +1,458 +51%
TFGT
47
TS Financial Group (TSFG)
Illinois
$41K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$41K +$151 +6 +0.4%
CA
49
CoreCap Advisors
Michigan
$35K +$34K +1,350 New
NFG
50
Next Financial Group
Texas
$31K -$12.3K -490 -29%