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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
$10.1M +$93.2K +4,002 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$8.42M +$878K +37,708 +11%
RJA
3
Raymond James & Associates
Florida
$6.09M +$2.17M +93,134 +51%
Stifel Financial
4
Stifel Financial
Missouri
$5.44M +$1.7M +73,019 +42%
SIA
5
Sit Investment Associates
Minnesota
$4.85M -$4.94M -212,248 -49%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.47M -$1.13M -48,675 -19%
Truist Financial
7
Truist Financial
North Carolina
$4.29M -$90.3K -3,879 -2%
Wells Fargo
8
Wells Fargo
California
$3.94M -$403K -17,311 -9%
Cohen & Steers
9
Cohen & Steers
New York
$3.82M -$183K -7,841 -4%
UBS Group
10
UBS Group
Switzerland
$3.61M +$716K +30,753 +23%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.27M +$7.83K +336 +0.2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.95M +$79.1K +3,398 +3%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.75M -$174K -7,469 -8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.44M -$46.5K -1,998 -3%
IWM
15
IHT Wealth Management
Illinois
$1.33M +$262K +11,267 +23%
Invesco
16
Invesco
Georgia
$1.2M -$249K -10,712 -16%
EGA
17
E&G Advisors
Texas
$1.08M -$33.4K -1,436 -3%
IFG
18
Independent Financial Group
California
$820K +$288K +12,384 +50%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$815K +$65K +2,792 +8%
SPIA
20
Steward Partners Investment Advisory
New York
$786K -$100K -4,292 -11%
COLIM
21
City of London Investment Management
United Kingdom
$724K +$767K +32,924 New
CRC
22
Curi RMB Capital
Illinois
$705K – – –
LPL Financial
23
LPL Financial
California
$705K +$138K +5,909 +23%
CAN
24
Cetera Advisor Networks
California
$611K +$14.7K +630 +2%
Ameriprise
25
Ameriprise
Minnesota
$609K -$457K -19,620 -41%
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