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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
Invesco
1
Invesco
Georgia
$8.45M +$1.78M +74,995 +26%
Morgan Stanley
2
Morgan Stanley
New York
$7.53M +$1.14M +48,275 +17%
Cohen & Steers
3
Cohen & Steers
New York
$7.15M +$93.3K +3,938 +1%
CA
4
Cornerstone Advisory
Maryland
$5.85M +$5.76M +243,018 +2,430%
Ameriprise
5
Ameriprise
Minnesota
$5.54M +$607K +25,612 +12%
Bessemer Group
6
Bessemer Group
New Jersey
$4.78M
Wells Fargo
7
Wells Fargo
California
$3.92M +$776K +32,728 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.54M -$1.9M -80,003 -34%
PAIM
9
Punch & Associates Investment Management
Minnesota
$3.43M +$1.11M +46,897 +46%
RJA
10
Raymond James & Associates
Florida
$3.29M +$1.9M +80,198 +129%
CRC
11
Curi RMB Capital
Illinois
$3.12M -$213K -8,997 -6%
BTS
12
BB&T Securities
Virginia
$2.29M -$62.8K -2,651 -3%
AG
13
Advisor Group
Arizona
$2.14M -$40.4K -1,703 -2%
UBS Group
14
UBS Group
Switzerland
$2.04M -$4.24K -179 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.75M +$198K +8,363 +12%
PPA
16
Parametric Portfolio Associates
Washington
$1.74M -$75.7K -3,192 -4%
Bank of America
17
Bank of America
North Carolina
$1.73M -$88.6K -3,737 -5%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M -$23.9K -1,007 -2%
CAN
19
Cetera Advisor Networks
California
$1.32M +$1.35M +56,842 New
TFS
20
TrustCore Financial Services
Tennessee
$1.2M
RA
21
RFG Advisory
Alabama
$1.14M -$245K -10,350 -17%
IA
22
IFP Advisors
Florida
$922K -$24.4K -1,029 -3%
IAM
23
ICM Asset Management
Washington
$830K
LPL Financial
24
LPL Financial
California
$810K -$212K -8,943 -20%
EGA
25
E&G Advisors
Texas
$789K +$249K +10,500 +44%