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 2023 vs. Q2 2023
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 69 | 69 | 0 |
| Shares | 4.83M | 5.49M | +665.3K (+13.8%) |
| Value | $81.3M | $94.3M | +$13.0M (+16.0%) |
New holders (7)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Creative Planning | 35,629 | $611.8K | 0.00% |
| Kestra Private Wealth Services, LLC | 11,339 | $194.7K | 0.01% |
| Comerica Bank | 6,240 | $107.1K | 0.00% |
| JPMorgan Chase & Co | 5,203 | $89.3K | 0.00% |
| TD Private Client Wealth LLC | 1,574 | $27.0K | 0.00% |
| Impact Partnership Wealth, LLC | 366 | $6.28K | 0.00% |
| FMR LLC | 1 | $17 | 0.00% |
Sold out (7)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kingswood Wealth Advisors, LLC | 29,320 | $492.3K |
| Invesco Ltd. | 17,860 | $299.9K |
| Bank of Montreal | 15,723 | $281.4K |
| Captrust Financial Advisors | 12,013 | $201.7K |
| Sykon Capital LLC | 11,000 | $184.7K |
| The PNC Financial Services Group, Inc. | 10,200 | $171.3K |
| CWM, LLC | 500 | $8.00K |