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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
MOS
1
MGO One Seven
Ohio
$7.84M +$7.54M +376,929 New
Morgan Stanley
2
Morgan Stanley
New York
$5.26M +$2.29M +114,708 +83%
SAM
3
Smith Asset Management
Florida
$5.03M -$112K -5,591 -2%
Truist Financial
4
Truist Financial
North Carolina
$4.53M +$1.29M +64,691 +42%
Wells Fargo
5
Wells Fargo
California
$3.03M -$3.48K -174 -0.1%
Bank of America
6
Bank of America
North Carolina
$2.85M +$303K +15,138 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.68M -$127K -6,354 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.67M +$527K +26,359 +26%
Raymond James Financial
9
Raymond James Financial
Florida
$2.08M -$40.7K -2,034 -2%
LPL Financial
10
LPL Financial
California
$1.99M -$105K -5,261 -5%
UBS Group
11
UBS Group
Switzerland
$1.87M -$1.39M -69,552 -44%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.67M +$20.1K +1,007 +1%
CA
13
Cornerstone Advisory
Maryland
$1.55M -$591K -29,547 -28%
Ameriprise
14
Ameriprise
Minnesota
$959K +$88.7K +4,438 +11%
Stifel Financial
15
Stifel Financial
Missouri
$792K -$53.1K -2,656 -7%
SA
16
Sanctuary Advisors
Indiana
$785K -$1.08K -54 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$760K -$11.6K -582 -2%
EAM
18
Everstar Asset Management
North Carolina
$700K -$60K -3,000 -8%
EGA
19
E&G Advisors
Texas
$659K -$20K -1,000 -3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$617K +$13.6K +679 +2%
Lido Advisors
21
Lido Advisors
California
$478K – – –
KWA
22
Kingswood Wealth Advisors
California
$461K -$5.7K -285 -1%
PWA
23
Physician Wealth Advisors
Utah
$323K – – –
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$323K -$2.8K -140 -0.9%
DWM
25
Diversify Wealth Management
Utah
$307K +$4.12K +206 +1%
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