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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
$7.96M +$11.4K +574 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$6.74M +$276K +13,910 +4%
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.26M +$776K +39,112 +16%
Stifel Financial
4
Stifel Financial
Missouri
$5.18M +$149K +7,520 +3%
UBS Group
5
UBS Group
Switzerland
$4.21M +$169K +8,513 +4%
RJA
6
Raymond James & Associates
Florida
$3.67M -$112K -5,644 -3%
Truist Financial
7
Truist Financial
North Carolina
$3.52M +$101K +5,099 +3%
Cohen & Steers
8
Cohen & Steers
New York
$3.2M – – –
Wells Fargo
9
Wells Fargo
California
$2.97M -$436K -21,970 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.91M -$367K -18,490 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.78M +$56.5K +2,846 +2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.69M +$221K +11,153 +8%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.51M -$34.2K -1,725 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.26M +$834 +42 +0.1%
IWM
15
IHT Wealth Management
Illinois
$1.17M +$47K +2,365 +4%
COLIM
16
City of London Investment Management
United Kingdom
$1.15M -$1.26M -63,428 -50%
Invesco
17
Invesco
Georgia
$929K +$172K +8,676 +21%
EGA
18
E&G Advisors
Texas
$891K -$17.9K -900 -2%
IFG
19
Independent Financial Group
California
$689K +$3.77K +190 +0.5%
LPL Financial
20
LPL Financial
California
$683K -$9.13K -460 -1%
SPIA
21
Steward Partners Investment Advisory
New York
$625K -$12.2K -617 -2%
CAN
22
Cetera Advisor Networks
California
$533K +$18.5K +934 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$507K -$229K -11,525 -30%
WS
24
Wedbush Securities
California
$502K -$31.4K -1,580 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$487K +$44.4K +2,236 +9%
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