Nuveen Preferred Securities & Income Opportunities Fund
JPIDelisted Sep 22, 2025- SEC CIK
- 0001547994
Nuveen Preferred Securities & Income Opportunities Fund was delisted on Sep 22, 2025; its insiders filed their last Form 4 on Dec 19, 2023; 54 institutions reported holding it in 13F filings for Q2 2025, worth $53.4M in total; no superinvestor held it.
Q2 2021 vs. Q1 2021
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 63 | 60 | −3 |
| Shares | 3.60M | 3.37M | −224.7K (−6.2%) |
| Value | $90.2M | $87.6M | −$2.59M (−2.9%) |
New holders (7)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Advisor Networks LLC | 10,574 | $270.0K | 0.00% |
| The PNC Financial Services Group, Inc. | 8,900 | $226.0K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $30.0K | 0.00% |
| Carroll Financial Associates, Inc. | 1,000 | $25.0K | 0.00% |
| Huntington National Bank | – | $22.0K | 0.00% |
| American Portfolios Advisors | 400 | $10.2K | 0.00% |
| Advisory Services Network, LLC | 181 | $5.00K | 0.00% |
Sold out (10)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Telemus Capital, LLC | 40,000 | $1.00M |
| Thrivent Financial for Lutherans | 34,003 | $850.0K |
| Envestnet Asset Management Inc | 12,667 | $317.0K |
| Goldman Sachs Group Inc | 9,722 | $243.0K |
| Good Life Advisors, LLC | 9,328 | $237.0K |
| M Holdings Securities, Inc. | 8,798 | $220.0K |
| Baird Financial Group, Inc. | 8,004 | $200.0K |
| Valley Brook Capital Group | 4,200 | $105.0K |
| FNY Investment Advisers, LLC | 2,387 | $59.0K |
| Eudaimonia Partners, LLC | 1,539 | $38.0K |