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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
$8.29M -$584K -28,430 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6.76M -$641K -31,190 -8%
Stifel Financial
3
Stifel Financial
Missouri
$5.26M +$542K +26,384 +11%
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.74M +$5.06M +246,511 New
UBS Group
5
UBS Group
Switzerland
$4.22M +$1.14M +55,626 +34%
RJA
6
Raymond James & Associates
Florida
$3.94M -$1.48M -71,904 -26%
Truist Financial
7
Truist Financial
North Carolina
$3.58M -$179K -8,719 -4%
Wells Fargo
8
Wells Fargo
California
$3.52M +$77.9K +3,792 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.39M -$552K -26,867 -13%
Cohen & Steers
10
Cohen & Steers
New York
$3.34M – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.85M -$12.9K -628 -0.4%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.59M +$15.3K +743 +0.6%
COLIM
13
City of London Investment Management
United Kingdom
$2.42M +$1.91M +92,844 +282%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.77M +$8.69K +423 +0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.3M +$61.6K +2,997 +5%
IWM
16
IHT Wealth Management
Illinois
$1.17M +$14.8K +719 +1%
EGA
17
E&G Advisors
Texas
$947K – – –
Invesco
18
Invesco
Georgia
$803K -$262K -12,749 -23%
RCM
19
Rivernorth Capital Management
Florida
$752K +$409K +19,893 +103%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$750K +$40.1K +1,953 +5%
LPL Financial
21
LPL Financial
California
$721K +$113K +5,483 +17%
IFG
22
Independent Financial Group
California
$715K -$924 -45 -0.1%
SPIA
23
Steward Partners Investment Advisory
New York
$664K -$24.7K -1,204 -3%
WS
24
Wedbush Securities
California
$554K +$46.6K +2,268 +9%
CAN
25
Cetera Advisor Networks
California
$538K +$4.58K +223 +0.8%
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