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Nuveen Preferred Securities & Income Opportunities Fund

JPIDelisted Sep 22, 2025

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.

Q1 2025 vs. Q4 2024

How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of JPI: Q4 2024 compared with Q1 2025
MeasureQ4 2024Q1 2025Change
Holders5051+1
Shares2.13M2.12M−12.7K (−0.6%)
Value$42.0M$41.9M−$139.9K (−0.3%)

New holders (5)

Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to JPI in Q1 2025
InstitutionSharesValue% of portfolio
RMB Capital Management, LLC11,114$220.5K0.01%
Sit Investment Associates Inc8,375$165.0K0.00%
Wolverine Asset Management LLC3,255$64.0K0.00%
Opal Wealth Advisors, LLC2,000$39.3K0.01%
FNY Investment Advisers, LLC600$11.0K0.01%

Sold out (4)

Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of JPI in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Sequoia Financial Advisors, LLC10,628$208.3K
Kestra Private Wealth Services, LLC10,230$200.5K
Tucker Asset Management LLC500$9.80K
WPG Advisers, LLC34$666