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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
Creative Planning
26
Creative Planning
Kansas
$612K +$613K +35,629 New
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$599K +$4.1K +238 +0.7%
Ameriprise
28
Ameriprise
Minnesota
$594K -$5.8K -337 -1%
CAN
29
Cetera Advisor Networks
California
$533K -$3.01K -175 -0.6%
SPIA
30
Steward Partners Investment Advisory
New York
$525K -$11.4K -662 -2%
CC
31
Claybrook Capital
Massachusetts
$391K
IWM
32
IHT Wealth Management
Illinois
$328K -$89.9K -5,223 -21%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$326K +$10.1K +588 +3%
WS
34
Wedbush Securities
California
$295K -$115K -6,690 -28%
AWA
35
Arete Wealth Advisors
Illinois
$266K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$260K -$620 -36 -0.2%
PWA
37
Physician Wealth Advisors
Utah
$257K
CRC
38
Curi RMB Capital
Illinois
$235K +$15.2K +884 +7%
DWP
39
Daymark Wealth Partners
Ohio
$222K -$77.6K -4,509 -26%
CL
40
CSS LLC
Illinois
$209K +$1.15K +67 +0.6%
PAG
41
Private Advisor Group
New Jersey
$206K +$499 +29 +0.2%
GCP
42
Gill Capital Partners
Colorado
$201K
RJFSA
43
Raymond James Financial Services Advisors
Florida
$197K +$14.6K +850 +8%
KPWS
44
Kestra Private Wealth Services
Texas
$195K +$195K +11,339 New
CWP
45
Concord Wealth Partners
Virginia
$158K +$2.67K +155 +2%
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K
Comerica Bank
47
Comerica Bank
Texas
$107K +$107K +6,240 New
SA
48
SRH Advisors
Kansas
$94.4K
JP Morgan Chase
49
JP Morgan Chase
New York
$89.3K +$89.6K +5,203 New
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$81.6K