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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
$11.1M -$307K -16,415 -3%
SIA
2
Sit Investment Associates
Minnesota
$11M +$1.83M +97,850 +21%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.42M -$317K -16,945 -4%
Truist Financial
4
Truist Financial
North Carolina
$8.16M +$50.2K +2,681 +0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.53M -$100K -5,351 -2%
Morgan Stanley
6
Morgan Stanley
New York
$5.41M -$229K -12,212 -4%
AC
7
Almitas Capital
California
$5.25M +$3.2K +171 +0.1%
Stifel Financial
8
Stifel Financial
Missouri
$4.74M -$8.59K -459 -0.2%
RCM
9
Rivernorth Capital Management
Florida
$4.56M +$159K +8,516 +4%
Jane Street
10
Jane Street
New York
$3.84M +$3.73M +199,434 New
Wells Fargo
11
Wells Fargo
California
$3.8M -$47.6K -2,542 -1%
Cohen & Steers
12
Cohen & Steers
New York
$3.35M – – –
UBS Group
13
UBS Group
Switzerland
$2.7M -$521K -27,854 -17%
SAG
14
SageView Advisory Group
California
$2.59M +$2.21M +117,921 New
RJA
15
Raymond James & Associates
Florida
$2.28M -$236K -12,613 -10%
LPL Financial
16
LPL Financial
California
$2.21M +$127K +6,796 +6%
CL
17
CSS LLC
Illinois
$2.1M +$1.02M +54,350 +100%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.93K +103 +0.1%
Bank of America
19
Bank of America
North Carolina
$1.51M -$50.6K -2,705 -3%
CPIG
20
Chicago Partners Investment Group
Illinois
$1.44M -$54.6K -2,919 -4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.28M -$8.78K -469 -0.7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.25M -$304K -16,265 -20%
BI
23
Bulldog Investors
New Jersey
$954K +$928K +49,591 New
Osaic Holdings
24
Osaic Holdings
Arizona
$937K +$24K +1,281 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$880K +$578K +30,868 +207%
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