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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
$14.8M +$1.42M +69,956 +12%
Ameriprise
2
Ameriprise
Minnesota
$7.43M +$34.5K +1,696 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$7.03M +$122K +5,980 +2%
Cohen & Steers
4
Cohen & Steers
New York
$6.96M +$89.4K +4,399 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.73M -$16.7K -823 -0.3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.06M +$926K +45,538 +21%
Invesco
7
Invesco
Georgia
$6.04M -$509K -25,045 -9%
Wells Fargo
8
Wells Fargo
California
$4.73M -$145K -7,144 -3%
RJA
9
Raymond James & Associates
Florida
$4.48M +$549K +26,987 +16%
Truist Financial
10
Truist Financial
North Carolina
$2.35M -$44.9K -2,207 -2%
UBS Group
11
UBS Group
Switzerland
$2.32M -$580K -28,524 -22%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.49M +$27.9K +1,370 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.43M +$18K +883 +1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.31M +$189K +9,276 +19%
CAN
15
Cetera Advisor Networks
California
$1.26M +$31.8K +1,566 +3%
IWM
16
IHT Wealth Management
Illinois
$1.25M -$1.39M -68,458 -55%
EGA
17
E&G Advisors
Texas
$1.2M +$22.4K +1,100 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.04M -$51.3K -2,525 -5%
SIA
19
Sit Investment Associates
Minnesota
$983K +$882K +43,393 New
Bank of America
20
Bank of America
North Carolina
$922K -$22.3K -1,096 -3%
CA
21
Cetera Advisors
Colorado
$914K -$11.1K -547 -1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$866K +$778K +38,254 New
TC
23
Telemus Capital
Michigan
$860K +$813K +40,000 New
LPL Financial
24
LPL Financial
California
$793K +$45.7K +2,246 +7%
CRC
25
Curi RMB Capital
Illinois
$757K -$175K -8,625 -21%