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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 |
AOWM
51
Alpha Omega Wealth Management
Richmond,
Virginia
| $6K | – | – | – |
|
| 52 |
JFA
52
JNBA Financial Advisors
Bloomington,
Minnesota
| $6K | +$6.59K | +284 | New |
|
| 53 |
APA
53
American Portfolios Advisors
Holbrook,
New York
| $5.9K | – | – | – |
|
| 54 |
RCAG
54
Rehmann Capital Advisory Group
Lansing,
Michigan
| $3.97K | +$4.06K | +175 | New |
|
| 55 |
FIA
55
FNY Investment Advisers
New York
| $3K | – | – | – |
|
| 56 |
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $1K | +$1.02K | +44 | New |
|
| 57 |
NMC
57
Nine Masts Capital
Central,
Hong Kong
| – | -$275K | -11,900 | Closed |
|
| 58 |
CF
58
Centaurus Financial
Anaheim,
California
| – | -$87K | -3,754 | Closed |
|
| 59 |
59
SEI Investments
Oaks,
Pennsylvania
| – | -$48K | -2,055 | Closed |
|
| 60 |
AF
60
Advisornet Financial
Minnetonka,
Minnesota
| – | -$35K | -1,500 | Closed |
|
| 61 |
61
Envestnet Asset Management
Chicago,
Illinois
| – | -$33K | -1,437 | Closed |
|
| 62 |
RFM
62
Royal Fund Management
Lady Lake,
Florida
| – | -$13K | -583 | Closed |
|