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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
CA
1
Cornerstone Advisory
Maryland
$13.4M -$89.4K -3,847 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M -$8.42M -362,531 -46%
Cohen & Steers
3
Cohen & Steers
New York
$8.65M +$426K +18,331 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.34M +$52.4K +2,257 +0.6%
Invesco
5
Invesco
Georgia
$6.61M +$240K +10,329 +4%
Ameriprise
6
Ameriprise
Minnesota
$6.03M -$349K -15,012 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.54M +$985K +42,386 +22%
Wells Fargo
8
Wells Fargo
California
$4.55M -$313K -13,480 -7%
RJA
9
Raymond James & Associates
Florida
$4.14M +$665K +28,615 +20%
IWM
10
IHT Wealth Management
Illinois
$2.73M +$92K +3,958 +4%
BTS
11
BB&T Securities
Virginia
$2.66M +$424K +18,238 +19%
UBS Group
12
UBS Group
Switzerland
$2.49M +$108K +4,655 +5%
CAN
13
Cetera Advisor Networks
California
$1.94M +$72.1K +3,102 +4%
Bank of America
14
Bank of America
North Carolina
$1.36M -$71.3K -3,069 -5%
CRC
15
Curi RMB Capital
Illinois
$1.27M -$326K -14,045 -21%
EGA
16
E&G Advisors
Texas
$1.17M +$132K +5,675 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.11M +$27K +1,163 +3%
SIA
18
Sit Investment Associates
Minnesota
$955K +$710K +30,548 +312%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$942K -$122K -5,259 -12%
AG
20
Advisor Group
Arizona
$860K -$1.25M -53,822 -60%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$814K -$17.1K -735 -2%
RA
22
RFG Advisory
Alabama
$773K -$70.7K -3,045 -9%
TFS
23
TrustCore Financial Services
Tennessee
$716K
LPL Financial
24
LPL Financial
California
$639K -$5.6K -241 -0.9%
PPA
25
Parametric Portfolio Associates
Washington
$622K +$173K +7,450 +40%