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 2024 vs. Q1 2024
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 70 | 72 | +2 |
| Shares | 5.55M | 6.53M | +982.1K (+17.7%) |
| Value | $107.1M | $127.1M | +$20.0M (+18.7%) |
New holders (11)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 619,139 | $12.1M | 1.88% |
| Icon Advisers Inc | 87,119 | $1.70M | 0.38% |
| Sanctuary Advisors, LLC | 38,087 | $717.2K | 0.01% |
| Susquehanna International Group, LLP | 20,288 | $394.6K | 0.00% |
| M Holdings Securities, Inc. | 10,516 | $205.0K | 0.03% |
| International Assets Investment Management, LLC | 3,737 | $72.7K | 0.01% |
| Opal Wealth Advisors, LLC | 2,000 | $38.9K | 0.01% |
| Wolverine Asset Management LLC | 1,220 | $23.7K | 0.00% |
| Hobbs Group Advisors, LLC | 1,000 | $19.4K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1,000 | $19.4K | 0.00% |
| Baldwin Brothers Inc | 100 | $1.95K | 0.00% |
Sold out (9)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| SageView Advisory Group, LLC | 117,921 | $2.59M |
| RMB Capital Management, LLC | 13,659 | $262.8K |
| Private Advisor Group, LLC | 12,033 | $231.5K |
| Deutsche Bank AG | 10,152 | $195.3K |
| Blue Bell Private Wealth Management, LLC | 3,800 | $73.1K |
| Northwestern Mutual Wealth Management Co | 647 | $12.5K |
| ICA Group Wealth Management, LLC | 630 | $12.1K |
| FNY Investment Advisers, LLC | 600 | $11.0K |
| Chesapeake Asset Management LLC | 200 | $3.85K |