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.
13F holders, Q3 2025
Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Sep 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
JPI is no longer listed, and 13F filings after Q2 2025 list far fewer holders. See Q2 2025
- Institutional holders
- 2
- −52 vs. Q2 2025
- Shares held
- 33.8K
- −2.54M (−98.7%) vs. Q2 2025
- Total value
- $682.3K
- −$52.7M (−98.7%) vs. Q2 2025
- New holders
- 0
- 0 more added
- Sold out
- 52
- 1 more reduced
Compare with Q2 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 | 2 | $682.3K |
| Q2 2025 | 54 | $53.4M |
| Q1 2025 | 51 | $41.9M |
| Q4 2024 | 50 | $42.0M |
| Q3 2024 | 50 | $43.3M |
| Q2 2024 | 72 | $127.1M |
| Q1 2024 | 70 | $107.1M |
| Q4 2023 | 73 | $96.6M |
| 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 | $70.5M |
| Q1 2022 | 65 | $81.4M |
| Q4 2021 | 62 | $97.3M |
| Q3 2021 | 63 | $83.6M |
| Q2 2021 | 60 | $87.6M |
| Q1 2021 | 63 | $90.2M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 33,757 | $682.2K | 0.00% | −2,791−7.6% | Reduced |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −376,929−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −252,821−100.0% | Sold out |
| Smith Asset Management Co., LLC | 0 | $0 | 0.00% | −241,976−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −217,961−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −145,686−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −137,013−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −129,067−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −128,390−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −100,031−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −95,622−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −90,037−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −82,150−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −74,595−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −46,108−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −38,100−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −37,724−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −33,641−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −31,677−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −29,644−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −22,795−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,185−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −15,539−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −14,961−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −12,703−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,585−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −11,391−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −11,114−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −11,196−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −10,605−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −10,605−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,566−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −9,820−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |