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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
$10.8M +$2.09M +109,802 +22%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.9M +$651K +34,121 +10%
Morgan Stanley
3
Morgan Stanley
New York
$5.83M -$284K -14,910 -4%
Truist Financial
4
Truist Financial
North Carolina
$5.64M +$351K +18,410 +6%
Stifel Financial
5
Stifel Financial
Missouri
$5.15M -$196K -10,290 -3%
AW
6
Atlas Wealth
Ohio
$4.82M +$3.99M +209,051 +325%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.03M -$40K -2,097 -0.9%
UBS Group
8
UBS Group
Switzerland
$3.59M +$72.9K +3,822 +2%
RJA
9
Raymond James & Associates
Florida
$3.59M -$71.2K -3,731 -2%
Cohen & Steers
10
Cohen & Steers
New York
$3.07M – – –
SIA
11
Sit Investment Associates
Minnesota
$2.9M +$463K +24,271 +17%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.53M +$18.6K +976 +0.7%
Wells Fargo
13
Wells Fargo
California
$2.49M -$445K -23,340 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.2M -$334K -17,500 -12%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.34M +$21.6K +1,131 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.21M +$62.2K +3,263 +5%
GC
17
Guggenheim Capital
Illinois
$856K +$367K +19,221 +66%
LPL Financial
18
LPL Financial
California
$832K +$104K +5,437 +13%
EGA
19
E&G Advisors
Texas
$805K – – –
Ameriprise
20
Ameriprise
Minnesota
$616K +$225K +11,798 +51%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$594K +$211K +11,073 +49%
SPIA
22
Steward Partners Investment Advisory
New York
$592K -$5.34K -280 -0.8%
CAN
23
Cetera Advisor Networks
California
$514K -$15K -784 -3%
IWM
24
IHT Wealth Management
Illinois
$444K -$144K -7,546 -23%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$423K +$13.2K +694 +3%
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