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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
Bessemer Group
1
Bessemer Group
New Jersey
$7.6M +$38K +1,637 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$7.09M -$438K -18,878 -6%
Invesco
3
Invesco
Georgia
$6.62M -$1.84M -79,497 -21%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.64M +$162K +6,967 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.11M +$4.28M +184,619 New
Morgan Stanley
6
Morgan Stanley
New York
$3.4M +$32.3K +1,393 +0.9%
BTS
7
BB&T Securities
Virginia
$2.59M -$252K -10,875 -9%
Bank of America
8
Bank of America
North Carolina
$2.58M +$120K +5,176 +5%
Wells Fargo
9
Wells Fargo
California
$2.56M +$26.2K +1,131 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.02M -$15.9K -684 -0.7%
NPC
11
National Planning Corporation
California
$1.82M +$90.5K +3,900 +5%
UBS Group
12
UBS Group
Switzerland
$1.56M +$22.9K +985 +1%
YMRC
13
Yorktown Management & Research Company
Virginia
$1.33M +$1.39M +60,000 New
GC
14
Guggenheim Capital
Illinois
$1.16M +$665K +28,656 +123%
LPL Financial
15
LPL Financial
California
$1.06M +$41.7K +1,799 +4%
VFS
16
VSR Financial Services
Kansas
$717K +$10.9K +470 +1%
DA
17
Doliver Advisors
Texas
$553K +$116K +5,002 +25%
CIA
18
Capital Investment Advisors
Georgia
$495K +$106K +4,552 +26%
SIA
19
Sit Investment Associates
Minnesota
$473K -$330K -14,228 -40%
PPA
20
Parametric Portfolio Associates
Washington
$464K +$127K +5,471 +36%
Goldman Sachs
21
Goldman Sachs
New York
$371K +$387K +16,691 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$317K
WS
23
Wedbush Securities
California
$297K +$882 +38 +0.3%
SAM
24
SignalPoint Asset Management
Missouri
$234K
BAM
25
Bruderman Asset Management
New York
$231K