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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

JPI was delisted on the 19th of September, 2025.

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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.6M +$1.09M +46,163 +9%
Ameriprise
2
Ameriprise
Minnesota
$5.65M +$1.41M +59,815 +22%
Morgan Stanley
3
Morgan Stanley
New York
$5.54M -$368K -15,598 -5%
Cohen & Steers
4
Cohen & Steers
New York
$5.52M -$1.27M -53,683 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.42M +$258K +10,946 +4%
Invesco
6
Invesco
Georgia
$5.31M +$552K +23,431 +9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$4.04M +$3.42M +145,098 +189%
Wells Fargo
8
Wells Fargo
California
$3.93M +$208K +8,805 +4%
RJA
9
Raymond James & Associates
Florida
$3.11M -$593K -25,154 -13%
UBS Group
10
UBS Group
Switzerland
$2.38M -$120K -5,111 -4%
IWM
11
IHT Wealth Management
Illinois
$2.25M -$65.7K -2,786 -2%
Truist Financial
12
Truist Financial
North Carolina
$1.93M -$342K -14,497 -12%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.29M +$531K +22,519 +54%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.17M +$1.2M +50,919 +376%
CAN
15
Cetera Advisor Networks
California
$982K -$794K -33,668 -38%
EGA
16
E&G Advisors
Texas
$941K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$886K -$275K -11,680 -19%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$883K +$76.3K +3,237 +7%
22CM
19
20/20 Capital Management
California
$788K -$27.7K -1,174 -3%
CRC
20
Curi RMB Capital
Illinois
$766K -$133K -5,625 -12%
Bank of America
21
Bank of America
North Carolina
$761K -$378K -16,035 -28%
CA
22
Cetera Advisors
Colorado
$745K +$498K +21,126 +107%
LCM
23
Landscape Capital Management
New Jersey
$629K +$815K +34,553 New
LPL Financial
24
LPL Financial
California
$596K +$253K +10,728 +49%
ACM
25
Arlington Capital Management
Illinois
$510K +$362K +15,341 +121%
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