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 2022 vs. Q1 2022
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 65 | 61 | −4 |
| Shares | 3.73M | 3.66M | −73.1K (−2.0%) |
| Value | $81.4M | $70.5M | −$10.9M (−13.3%) |
New holders (8)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 246,511 | $4.74M | 0.33% |
| Claybrook Capital, LLC | 18,705 | $359.0K | 0.21% |
| Wagner Wealth Management, LLC | 2,466 | $47.0K | 0.04% |
| Harbour Investments, Inc. | 1,000 | $19.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 977 | $19.0K | 0.00% |
| CoreCap Advisors, LLC | 700 | $13.0K | 0.00% |
| South State Corp. | 650 | $12.0K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% |
Sold out (12)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Sit Investment Associates Inc | 220,581 | $4.85M |
| Guggenheim Capital LLC | 26,028 | $572.0K |
| Arete Wealth Advisors, LLC | 12,978 | $285.0K |
| Brandywine Oak Private Wealth LLC | 10,200 | $224.0K |
| M Holdings Securities, Inc. | 9,942 | $219.0K |
| Virtu Financial LLC | 9,257 | $204.0K |
| Wolverine Asset Management LLC | 4,090 | $89.0K |
| Herold Advisors, Inc. | 2,280 | $50.1K |
| TSFG, LLC | 1,600 | $35.0K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $26.0K |
| CFS Investment Advisory Services, LLC | 27,080 | $1.00K |
| FMR LLC | 1 | $0 |