Nuveen Preferred Securities & Income Opportunities Fund
JPIDelisted- SEC CIK
- 0001547994
Nuveen Preferred Securities & Income Opportunities Fund was delisted in 2025; its insiders filed their last Form 4 on Dec 19, 2023; 54 institutions reported holding it in 13F filings for Q2 2025, worth $56.1M in total; no superinvestor held it.
13F holders, Q2 2025
Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +3 vs. Q1 2025
- Shares held
- 2.57M
- +447.1K (+21.1%) vs. Q1 2025
- Total value
- $53.4M
- +$11.5M (+27.5%) vs. Q1 2025
- New holders
- 10
- 12 more added
- Sold out
- 7
- 17 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $21 |
| Q1 2026 | 1 | $21 |
| Q4 2025 | 1 | $21 |
| Q3 2025 | 3 | $1.43M |
| Q2 2025 | 54 | $56.1M |
| Q1 2025 | 51 | $42.0M |
| Q4 2024 | 50 | $42.0M |
| Q3 2024 | 50 | $43.3M |
| Q2 2024 | 72 | $127.1M |
| Q1 2024 | 70 | $117.9M |
| Q4 2023 | 73 | $102.2M |
| Q3 2023 | 69 | $94.3M |
| Q2 2023 | 69 | $81.3M |
| Q1 2023 | 67 | $77.7M |
| Q4 2022 | 66 | $77.6M |
| Q3 2022 | 60 | $67.2M |
| Q2 2022 | 61 | $70.9M |
| Q1 2022 | 65 | $81.4M |
| Q4 2021 | 62 | $97.3M |
| Q3 2021 | 63 | $83.6M |
| Q2 2021 | 60 | $87.6M |
| Q1 2021 | 63 | $90.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 376,929 | $7.84M | 0.25% | +376,929 | New |
| Morgan Stanley | 252,821 | $5.26M | 0.00% | +114,708+83.1% | Added |
| Smith Asset Management Co., LLC | 241,976 | $5.03M | 4.34% | −5,591−2.3% | Reduced |
| Truist Financial Corp | 217,961 | $4.53M | 0.01% | +64,691+42.2% | Added |
| Wells Fargo & Company | 145,686 | $3.03M | 0.00% | −174−0.1% | Reduced |
| Bank of America Corp | 137,013 | $2.85M | 0.00% | +15,138+12.4% | Added |
| Envestnet Asset Management Inc | 129,067 | $2.68M | 0.00% | −6,354−4.7% | Reduced |
| Royal Bank of Canada | 128,390 | $2.67M | 0.00% | +26,359+25.8% | Added |
| Raymond James Financial Inc | 100,031 | $2.08M | 0.00% | −2,034−2.0% | Reduced |
| LPL Financial LLC | 95,622 | $1.99M | 0.00% | −5,261−5.2% | Reduced |
| UBS Group AG | 90,037 | $1.87M | 0.00% | −69,552−43.6% | Reduced |
| Chicago Partners Investment Group LLC | 82,150 | $1.67M | 0.05% | +1,007+1.2% | Added |
| Cornerstone Advisory, LLC | 74,595 | $1.55M | 0.17% | −29,547−28.4% | Reduced |
| Ameriprise Financial Inc | 46,108 | $959.1K | 0.00% | +4,438+10.7% | Added |
| Stifel Financial Corp | 38,100 | $792.5K | 0.00% | −2,656−6.5% | Reduced |
| Sanctuary Advisors, LLC | 37,724 | $784.7K | 0.00% | −54−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 36,548 | $760.2K | 0.00% | −582−1.6% | Reduced |
| Everstar Asset Management, LLC | 33,641 | $699.7K | 0.43% | −3,000−8.2% | Reduced |
| E&G Advisors, LP | 31,677 | $658.9K | 0.17% | −1,000−3.1% | Reduced |
| Cetera Investment Advisers | 29,644 | $616.6K | 0.00% | +679+2.3% | Added |
| Lido Advisors, LLC | 22,795 | $477.9K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,185 | $461.4K | 0.04% | −285−1.3% | Reduced |
| UMA Financial Services, Inc. | 15,539 | $323.2K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,520 | $322.8K | 0.01% | −140−0.9% | Reduced |
| Diversify Wealth Management, LLC | 14,961 | $307.1K | 0.02% | +206+1.4% | Added |
| Wedbush Securities Inc | 14,700 | $306.0K | 0.01% | −300−2.0% | Reduced |
| IHT Wealth Management, LLC | 12,703 | $264.2K | 0.01% | −101−0.8% | Reduced |
| HRT Financial LP | 12,585 | $261.0K | 0.00% | +12,585 | New |
| Daymark Wealth Partners, LLC | 11,391 | $236.9K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,114 | $233.0K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,196 | $232.9K | 0.02% | +11,196 | New |
| Concord Wealth Partners | 10,605 | $220.6K | 0.03% | +260+2.5% | Added |
| Concord Asset Management, LLC | 10,605 | $220.6K | 0.03% | +10,605 | New |
| Sequoia Financial Advisors, LLC | 10,566 | $219.8K | 0.00% | +10,566 | New |
| Quantinno Capital Management LP | 9,820 | $204.3K | 0.00% | +9,820 | New |
| Wagner Wealth Management, LLC | 9,727 | $202.3K | 0.05% | +9,727 | New |
| Comerica Bank | 6,790 | $141.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,833 | $79.7K | 0.00% | +1,514+65.3% | Added |
| Geneos Wealth Management Inc. | 3,017 | $62.8K | 0.00% | +304+11.2% | Added |
| Harbor Investment Advisory, LLC | 2,500 | $52.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,379 | $49.5K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,622 | $33.7K | 0.00% | +22+1.4% | Added |
| Principal Securities, Inc. | 1,250 | $26.0K | 0.00% | −180−12.6% | Reduced |
| TCTC Holdings, LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $14.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 666 | $13.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 500 | $10.4K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 333 | $6.93K | 0.00% | +333 | New |
| Sunbelt Securities, Inc. | 348 | $6.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $4.16K | 0.00% | +200 | New |
| Salem Investment Counselors Inc | 150 | $3.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −34,732−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −29,474−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −15,227−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −8,375−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |