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JPS

Nuveen Preferred & Income Securities Fund

Delisted

JPS was delisted on the 3rd of November, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$85K +$1.07K +116 +1%
WANY
127
Wealthspire Advisors (New York)
New York
$82K
OIA
128
OneDigital Investment Advisors
Kansas
$81K
OC
129
Oppenheimer & Co
New York
$81K +$5.71K +617 +6%
WLPWM
130
Walled Lake Planning & Wealth Management
Illinois
$80K
CT
131
Coastline Trust
Rhode Island
$76K
EDRIA
132
Edmonds Duncan Registered Investment Advisors
Kansas
$75K
MA
133
MUFG Americas
New York
$74K +$94.6K +10,225 New
WAM
134
Wolverine Asset Management
Illinois
$74K +$95.4K +10,310 New
HWM
135
Holloway Wealth Management
Florida
$65K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$56K -$4.53M -489,275 -98%
TC
137
Truvestments Capital
Florida
$56K +$71.7K +7,750 New
CFGS
138
Concourse Financial Group Securities
Alabama
$54K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$51K -$11K -1,192 -14%
LWS
140
Lucia Wealth Services
California
$51K +$64.8K +7,000 New
CAC
141
Certified Advisory Corp
Florida
$47K +$379 +41 +0.6%
AWM
142
Avior Wealth Management
Nebraska
$44K
LC
143
Lindbrook Capital
California
$44K +$18.5K +2,000 +50%
AF
144
Advisornet Financial
Minnesota
$40K -$51.8K -5,600 -50%
OPS
145
Orion Portfolio Solutions
Nebraska
$37K +$47.7K +5,151 New
CT
146
Caldwell Trust
Florida
$36.4K
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$36K
WTC
148
WhitTier Trust Company
Nevada
$36K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$36K +$1.06K +115 +2%
CFB
150
Cullen/Frost Bankers
Texas
$33K