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.
Q4 2022 vs. Q3 2022
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 60 | 1 | 66 | +7 |
| Shares | 3.65M | 400 | 4.18M | +532.6K (+14.6%) |
| Value | $67.2M | $7.37K | $77.6M | +$10.4M (+15.5%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 64,298 | $1.19M | 0.32% |
| CSS LLC | 35,120 | $652.5K | 0.04% |
| Hennion & Walsh Asset Management, Inc. | 22,619 | $420.0K | 0.03% |
| Daymark Wealth Partners, LLC | 18,157 | $337.4K | 0.06% |
| Palogic Value Management, L.P. | 11,500 | $213.7K | 0.11% |
| Concord Wealth Partners | 8,796 | $163.4K | 0.05% |
| Money Concepts Capital Corp | 7,513 | $139.6K | 0.01% |
| Cary Street Partner Investment Advisory LLC | 4,755 | $88.3K | 0.01% |
| Hollencrest Capital Management | 3,540 | $65.8K | 0.01% |
| Elequin Capital LP | 2,838 | $52.7K | 0.01% |
| CoreCap Advisors, LLC | 700 | $13.0K | 0.00% |
| Belpointe Asset Management LLC | 410 | $7.62K | 0.00% |
| Advisory Services Network, LLC | 181 | $3.36K | 0.00% |
Sold out (6)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Arete Wealth Advisors, LLC | 13,842 | $255.0K |
| Wagner Wealth Management, LLC | 8,672 | $160.0K |
| Selective Wealth Management, Inc. | 1,412 | $26.0K |
| FNY Investment Advisers, LLC | 600 | $11.0K |
| MUFG Americas Holdings Corp | 500 | $9.00K |
| Leelyn Smith, LLC | 400 | $7.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 400 | $7.37K |