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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
HI
51
Harbour Investments
Wisconsin
$70K +$67.9K +2,796 New
FIA
52
FNY Investment Advisers
New York
$59K +$36.1K +1,487 +165%
NFG
53
Next Financial Group
Texas
$42K -$4.86K -200 -11%
TFGT
54
TS Financial Group (TSFG)
Illinois
$40K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$39K -$26.8K -1,106 -41%
EP
56
Eudaimonia Partners
Tennessee
$38K +$607 +25 +2%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$28K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$20K
TH
59
TCTC Holdings
Texas
$20K
SIM
60
Sonora Investment Management
Arizona
$11K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K
AWA
62
Arkadios Wealth Advisors
Georgia
$4K -$2.02K -83 -31%
PAIM
63
Punch & Associates Investment Management
Minnesota
-$3.5M -142,142 Closed
CAN
64
Cetera Advisor Networks
California
-$1.45M -59,070 Closed
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
-$607K -24,661 Closed
Millennium Management
66
Millennium Management
New York
-$345K -14,000 Closed
SFS
67
Shaker Financial Services
Virginia
-$203K -8,236 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
-$47K -2,000 Closed
OIA
69
Optimum Investment Advisors
Illinois
-$12K -500 Closed
ASN
70
Advisory Services Network
Georgia
-$4K -181 Closed
SFS
71
Sowell Financial Services
Arkansas
-$4K -180 Closed
US Bancorp
72
US Bancorp
Minnesota
+$316 +13 New