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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
$14.1M +$100K +4,151 +0.7%
Cohen & Steers
2
Cohen & Steers
New York
$9.21M +$180K +7,428 +2%
Morgan Stanley
3
Morgan Stanley
New York
$7.41M -$3.15M -130,284 -30%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.31M -$1.37M -56,555 -16%
Ameriprise
5
Ameriprise
Minnesota
$6.81M +$519K +21,462 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.47M +$677K +27,963 +12%
Invesco
7
Invesco
Georgia
$5.83M -$1.05M -43,300 -16%
Wells Fargo
8
Wells Fargo
California
$5.65M +$876K +36,211 +19%
RJA
9
Raymond James & Associates
Florida
$4.7M +$361K +14,926 +9%
IWM
10
IHT Wealth Management
Illinois
$3.11M +$258K +10,646 +9%
BTS
11
BB&T Securities
Virginia
$2.9M +$117K +4,848 +4%
UBS Group
12
UBS Group
Switzerland
$2.67M +$73.2K +3,026 +3%
CAN
13
Cetera Advisor Networks
California
$2.06M +$32.3K +1,335 +2%
Bank of America
14
Bank of America
North Carolina
$1.33M -$84.8K -3,504 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.24M +$83.8K +3,461 +7%
EGA
16
E&G Advisors
Texas
$1.24M +$24.2K +1,000 +2%
CRC
17
Curi RMB Capital
Illinois
$1.2M -$117K -4,843 -9%
PPA
18
Parametric Portfolio Associates
Washington
$1.2M +$537K +22,178 +84%
CPIG
19
Chicago Partners Investment Group
Illinois
$927K +$498K +20,568 +128%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$773K -$206K -8,495 -21%
TFS
21
TrustCore Financial Services
Tennessee
$758K +$742K +30,648 New
RA
22
RFG Advisory
Alabama
$687K -$117K -4,815 -15%
SPC
23
Sigma Planning Corp
Michigan
$631K
AG
24
Advisor Group
Arizona
$608K -$283K -11,707 -32%
LPL Financial
25
LPL Financial
California
$578K -$87.5K -3,615 -13%