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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
$9.38M +$1.35M +72,946 +17%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.63M +$1.32M +71,445 +25%
Morgan Stanley
3
Morgan Stanley
New York
$6.42M -$375K -20,235 -6%
Stifel Financial
4
Stifel Financial
Missouri
$5.62M +$395K +21,351 +8%
Truist Financial
5
Truist Financial
North Carolina
$5.6M +$2.04M +110,133 +58%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.28M +$1.47M +79,488 +53%
RJA
7
Raymond James & Associates
Florida
$3.85M +$142K +7,681 +4%
UBS Group
8
UBS Group
Switzerland
$3.71M -$531K -28,668 -13%
Cohen & Steers
9
Cohen & Steers
New York
$3.23M – – –
Wells Fargo
10
Wells Fargo
California
$3.06M +$60K +3,238 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.65M -$66.7K -3,602 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.64M -$294K -15,855 -10%
SIA
13
Sit Investment Associates
Minnesota
$2.6M +$2.29M +123,693 +762%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.56M -$138K -7,469 -9%
COLIM
15
City of London Investment Management
United Kingdom
$1.31M +$157K +8,468 +14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.21M -$60.2K -3,249 -5%
AW
17
Atlas Wealth
Ohio
$1.19M +$1.19M +64,298 New
EGA
18
E&G Advisors
Texas
$849K -$50K -2,700 -6%
LPL Financial
19
LPL Financial
California
$776K +$86.8K +4,685 +13%
IFG
20
Independent Financial Group
California
$709K +$13.4K +724 +2%
CL
21
CSS LLC
Illinois
$653K +$651K +35,120 New
SPIA
22
Steward Partners Investment Advisory
New York
$629K -$1.06K -57 -0.2%
IWM
23
IHT Wealth Management
Illinois
$609K -$569K -30,708 -48%
CAN
24
Cetera Advisor Networks
California
$557K +$19K +1,027 +4%
GC
25
Guggenheim Capital
Illinois
$545K +$247K +13,329 +83%
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