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.
Q3 2022 vs. Q2 2022
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 61 | 60 | −1 |
| Shares | 3.66M | 3.65M | −9.19K (−0.3%) |
| Value | $70.5M | $67.2M | −$3.35M (−4.7%) |
New holders (7)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sit Investment Associates Inc | 16,240 | $299.0K | 0.01% |
| Guggenheim Capital LLC | 15,988 | $294.0K | 0.00% |
| Arete Wealth Advisors, LLC | 13,842 | $255.0K | 0.02% |
| M Holdings Securities, Inc. | 10,004 | $184.0K | 0.02% |
| Selective Wealth Management, Inc. | 1,412 | $26.0K | 0.01% |
| MUFG Americas Holdings Corp | 500 | $9.00K | 0.00% |
| Leelyn Smith, LLC | 400 | $7.00K | 0.00% |
Sold out (8)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 11,213 | $215.0K |
| Concord Wealth Partners | 8,395 | $161.0K |
| Lazard Asset Management LLC | – | $76.0K |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $19.0K |
| SeaCrest Wealth Management, LLC | 977 | $19.0K |
| CoreCap Advisors, LLC | 700 | $13.0K |
| South State Corp. | 650 | $12.0K |
| US Bancorp | 13 | $0 |