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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
EGA
26
E&G Advisors
Texas
$780K
Ameriprise
27
Ameriprise
Minnesota
$695K -$112K -5,989 -14%
WCMNY
28
Westchester Capital Management (New York)
New York
$686K
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$663K -$3.71K -198 -0.6%
CAN
30
Cetera Advisor Networks
California
$582K +$430 +23 +0.1%
KWA
31
Kingswood Wealth Advisors
California
$564K
SPIA
32
Steward Partners Investment Advisory
New York
$524K -$37.4K -2,000 -7%
GC
33
Guggenheim Capital
Illinois
$505K -$270K -14,417 -35%
Lido Advisors
34
Lido Advisors
California
$441K
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$377K -$22.2K -1,185 -6%
NA
36
NewEdge Advisors
Louisiana
$333K +$72.5K +3,874 +29%
WS
37
Wedbush Securities
California
$301K -$18.5K -987 -6%
AWA
38
Arete Wealth Advisors
Illinois
$298K
CA
39
Cetera Advisors
Colorado
$298K +$290K +15,478 New
PWA
40
Physician Wealth Advisors
Utah
$294K
YCM
41
Yakira Capital Management
Connecticut
$274K +$267K +14,251 New
CRC
42
Curi RMB Capital
Illinois
$263K
DWP
43
Daymark Wealth Partners
Ohio
$249K
PAG
44
Private Advisor Group
New Jersey
$232K +$337 +18 +0.1%
KPWS
45
Kestra Private Wealth Services
Texas
$220K +$543 +29 +0.3%
IWM
46
IHT Wealth Management
Illinois
$218K -$3.59K -192 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$195K +$190K +10,152 New
CWP
48
Concord Wealth Partners
Virginia
$183K +$1.83K +98 +1%
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$154K -$37 -2 -0%
Comerica Bank
50
Comerica Bank
Texas
$131K