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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $41.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
14
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.4M
2
SFS
2
Shaker Financial Services
Virginia
$689K
3
UBS Group
3
UBS Group
Switzerland
$3.14M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$580K
5
CRC
5
Curi RMB Capital
Illinois
$220K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$2.12M
2
KWA
2
Kingswood Wealth Advisors
California
$442K
3
SFA
3
Sequoia Financial Advisors
Ohio
$0
4
KPWS
4
Kestra Private Wealth Services
Texas
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$295K -$10K -509 -3%
DWM
27
Diversify Wealth Management
Utah
$292K -$27.7K -1,398 -9%
IWM
28
IHT Wealth Management
Illinois
$252K -$17.5K -890 -6%
DWP
29
Daymark Wealth Partners
Ohio
$224K – – –
CRC
30
Curi RMB Capital
Illinois
$220K +$220K +11,114 New
CWP
31
Concord Wealth Partners
Virginia
$203K +$3.99K +203 +2%
SIA
32
Sit Investment Associates
Minnesota
$165K +$165K +8,375 New
GWM
33
Geneos Wealth Management
Colorado
$135K +$82K +4,171 +154%
Comerica Bank
34
Comerica Bank
Texas
$134K – – –
RMP
35
Richards, Merrill & Peterson
Washington
$73.6K -$66.9K -3,400 -48%
WAM
36
Wolverine Asset Management
Illinois
$64K +$64K +3,255 New
EC
37
Elequin Capital
New York
$59.6K +$11.4K +577 +24%
HIA
38
Harbor Investment Advisory
Maryland
$49.2K – – –
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.8K – – –
HI
40
Harbour Investments
Wisconsin
$45.6K +$197 +10 +0.4%
OWA
41
Opal Wealth Advisors
New York
$39.3K +$39.3K +2,000 New
AF
42
Allworth Financial
California
$31.9K +$639 +32 +2%
PS
43
Principal Securities
Iowa
$28K – – –
TH
44
TCTC Holdings
Texas
$15.7K – – –
CA
45
CoreCap Advisors
Michigan
$13.8K – – –
AF
46
Advisornet Financial
Minnesota
$13.1K -$6.55K -333 -33%
FIA
47
FNY Investment Advisers
New York
$11K +$11K +600 New
SS
48
Sunbelt Securities
Texas
$6.85K – – –
SIC
49
Salem Investment Counselors
North Carolina
$2.98K – – –
HNB
50
Huntington National Bank
Ohio
$20 -$20 – –
1
2
3