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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
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$8.85M -402,293 -34%
CA
2
Cornerstone Advisory
Maryland
$12.8M +$692K +31,468 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.86M +$478K +21,749 +7%
Cohen & Steers
4
Cohen & Steers
New York
$7.8M +$136K +6,198 +2%
Ameriprise
5
Ameriprise
Minnesota
$6.06M +$49.2K +2,238 +0.8%
Invesco
6
Invesco
Georgia
$6.04M -$415K -18,895 -7%
Wells Fargo
7
Wells Fargo
California
$4.63M +$1.44M +65,429 +47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.3M +$779K +35,444 +23%
RJA
9
Raymond James & Associates
Florida
$3.29M +$532K +24,178 +20%
IWM
10
IHT Wealth Management
Illinois
$2.5M +$146K +6,635 +6%
UBS Group
11
UBS Group
Switzerland
$2.26M -$54.2K -2,464 -2%
BTS
12
BB&T Securities
Virginia
$2.11M +$85.5K +3,890 +4%
AG
13
Advisor Group
Arizona
$2.03M -$287K -13,066 -13%
CAN
14
Cetera Advisor Networks
California
$1.77M +$134K +6,108 +8%
CRC
15
Curi RMB Capital
Illinois
$1.52M -$114K -5,204 -7%
Bank of America
16
Bank of America
North Carolina
$1.36M -$399K -18,150 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.03M -$72.2K -3,285 -7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.01M +$127K +5,782 +15%
EGA
19
E&G Advisors
Texas
$980K -$55K -2,500 -5%
RA
20
RFG Advisory
Alabama
$800K -$109K -4,975 -12%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$789K +$37.4K +1,700 +5%
TFS
22
TrustCore Financial Services
Tennessee
$673K
LPL Financial
23
LPL Financial
California
$612K +$50.2K +2,281 +9%
SPC
24
Sigma Planning Corp
Michigan
$573K
GC
25
Guggenheim Capital
Illinois
$459K -$14.3K -650 -3%