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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
Osaic Holdings
1
Osaic Holdings
Arizona
$682K -$57.1K -2,791 -8%
HNB
2
Huntington National Bank
Ohio
$21 – – –
MOS
3
MGO One Seven
Ohio
– -$7.84M -376,929 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$5.26M -252,821 Closed
SAM
5
Smith Asset Management
Florida
– -$5.03M -241,976 Closed
Truist Financial
6
Truist Financial
North Carolina
– -$4.53M -217,961 Closed
Wells Fargo
7
Wells Fargo
California
– -$3.03M -145,686 Closed
Bank of America
8
Bank of America
North Carolina
– -$2.85M -137,013 Closed
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
– -$2.68M -129,067 Closed
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
– -$2.67M -128,390 Closed
Raymond James Financial
11
Raymond James Financial
Florida
– -$2.08M -100,031 Closed
LPL Financial
12
LPL Financial
California
– -$1.99M -95,622 Closed
UBS Group
13
UBS Group
Switzerland
– -$1.87M -90,037 Closed
CPIG
14
Chicago Partners Investment Group
Illinois
– -$1.67M -82,150 Closed
CA
15
Cornerstone Advisory
Maryland
– -$1.55M -74,595 Closed
Ameriprise
16
Ameriprise
Minnesota
– -$959K -46,108 Closed
Stifel Financial
17
Stifel Financial
Missouri
– -$792K -38,100 Closed
SA
18
Sanctuary Advisors
Indiana
– -$785K -37,724 Closed
EAM
19
Everstar Asset Management
North Carolina
– -$700K -33,641 Closed
EGA
20
E&G Advisors
Texas
– -$659K -31,677 Closed
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
– -$617K -29,644 Closed
Lido Advisors
22
Lido Advisors
California
– -$478K -22,795 Closed
KWA
23
Kingswood Wealth Advisors
California
– -$461K -22,185 Closed
PWA
24
Physician Wealth Advisors
Utah
– -$323K -15,539 Closed
WAP
25
Wealthcare Advisory Partners
Pennsylvania
– -$323K -15,520 Closed
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