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JPI
Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI
Delisted
JPI was delisted on the 19th of September, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
PCM
51
Penserra Capital Management
Orinda,
California
| $14K | +$1.33K | +54 | +10% |
|
| 52 |
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| $10K | -$15K | -606 | -61% |
|
| 53 |
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$9.89K | +400 | New |
|
| 54 |
TDC
54
Thompson Davis & Co
Richmond,
Virginia
| $6K | – | – | – |
|
| 55 |
55
Creative Planning
Overland Park,
Kansas
| $5K | -$12.9K | -520 | -72% |
|
| 56 |
FANJ
56
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | – | – | – |
|
| 57 |
WS
57
Wedbush Securities
Los Angeles,
California
| – | -$423K | -17,567 | Closed |
|
| 58 |
58
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$392K | -16,263 | Closed |
|
| 59 |
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$192K | -8,000 | Closed |
|
| 60 |
DADC
60
D.A. Davidson & Co
Great Falls,
Montana
| – | -$48K | -2,000 | Closed |
|