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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$6.04M -$4.49M -227,423 -44%
Truist Financial
2
Truist Financial
North Carolina
$3.6M -$5.16M -260,959 -60%
Wells Fargo
3
Wells Fargo
California
$3.01M -$796K -40,257 -22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3M -$4.04M -204,488 -59%
UBS Group
5
UBS Group
Switzerland
$2.86M -$412K -20,853 -13%
Morgan Stanley
6
Morgan Stanley
New York
$2.67M -$1.48M -74,716 -37%
RJA
7
Raymond James & Associates
Florida
$2.17M -$241K -12,198 -10%
LPL Financial
8
LPL Financial
California
$2.06M -$121K -6,142 -6%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.8M +$112K +5,672 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.79M -$26.2K -1,328 -2%
Ameriprise
11
Ameriprise
Minnesota
$1M +$156K +7,874 +20%
Stifel Financial
12
Stifel Financial
Missouri
$952K -$3.96M -200,426 -81%
EAM
13
Everstar Asset Management
North Carolina
$832K +$789K +39,941 New
EGA
14
E&G Advisors
Texas
$789K -$6.92K -350 -0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$769K -$42.5K -2,153 -6%
SA
16
Sanctuary Advisors
Indiana
$765K -$9.17K -464 -1%
Bank of America
17
Bank of America
North Carolina
$704K +$185K +9,343 +38%
KWA
18
Kingswood Wealth Advisors
California
$554K
Lido Advisors
19
Lido Advisors
California
$475K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$425K -$326K -16,486 -45%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$361K -$337K -17,053 -50%
WS
22
Wedbush Securities
California
$338K -$20.6K -1,041 -6%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$337K -$36.7K -1,857 -10%
PWA
24
Physician Wealth Advisors
Utah
$326K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$313K +$297K +15,017 New