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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 +$499K +29,580 +5%
AW
2
Atlas Wealth
Ohio
$6.7M +$2.06M +122,099 +45%
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.43M -$134K -7,967 -2%
Truist Financial
4
Truist Financial
North Carolina
$5.34M -$30.5K -1,808 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$5.2M -$355K -21,063 -6%
Stifel Financial
6
Stifel Financial
Missouri
$4.14M -$765K -45,418 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.93M +$92K +5,459 +2%
Wells Fargo
8
Wells Fargo
California
$3.58M +$1.22M +72,263 +51%
SIA
9
Sit Investment Associates
Minnesota
$3.54M +$785K +46,578 +28%
Cohen & Steers
10
Cohen & Steers
New York
$2.92M – – –
UBS Group
11
UBS Group
Switzerland
$2.89M -$526K -31,221 -15%
RJA
12
Raymond James & Associates
Florida
$2.79M -$629K -37,310 -18%
WAM
13
Weiss Asset Management
Massachusetts
$2.2M +$2.2M +130,738 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.85M -$250K -14,833 -12%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.8M -$610K -36,168 -25%
LPL Financial
16
LPL Financial
California
$1.34M +$552K +32,723 +69%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.33M -$39.1K -2,320 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.19M +$1.02M +60,634 +580%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.12M -$25.1K -1,491 -2%
GC
20
Guggenheim Capital
Illinois
$889K +$74.4K +4,412 +9%
AC
21
Almitas Capital
California
$865K +$827K +49,056 New
EGA
22
E&G Advisors
Texas
$764K -$3.37K -200 -0.4%
RCM
23
Rivernorth Capital Management
Florida
$718K +$721K +42,776 New
Ameriprise
24
Ameriprise
Minnesota
$586K -$84 -5 -0%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$582K +$16.3K +969 +3%
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