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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.

Q3 2025 vs. Q2 2025

How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of JPI: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders542−52
Shares2.57M33.8K−2.54M (−98.7%)
Value$53.4M$682.3K−$52.7M (−98.7%)

New holders (0)

Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2025 but not at the end of Q2 2025.

None.

Sold out (52)

Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of JPI in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
We Are One Seven, LLC376,929$7.84M
Morgan Stanley252,821$5.26M
Smith Asset Management Co., LLC241,976$5.03M
Truist Financial Corp217,961$4.53M
Wells Fargo & Company145,686$3.03M
Bank of America Corp137,013$2.85M
Envestnet Asset Management Inc129,067$2.68M
Royal Bank of Canada128,390$2.67M
Raymond James Financial Inc100,031$2.08M
LPL Financial LLC95,622$1.99M
UBS Group AG90,037$1.87M
Chicago Partners Investment Group LLC82,150$1.67M
Cornerstone Advisory, LLC74,595$1.55M
Ameriprise Financial Inc46,108$959.1K
Stifel Financial Corp38,100$792.5K
Sanctuary Advisors, LLC37,724$784.7K
Everstar Asset Management, LLC33,641$699.7K
E&G Advisors, LP31,677$658.9K
Cetera Investment Advisers29,644$616.6K
Lido Advisors, LLC22,795$477.9K
Kingswood Wealth Advisors, LLC22,185$461.4K
UMA Financial Services, Inc.15,539$323.2K
Wealthcare Advisory Partners LLC15,520$322.8K
Diversify Wealth Management, LLC14,961$307.1K
Wedbush Securities Inc14,700$306.0K
IHT Wealth Management, LLC12,703$264.2K
HRT Financial LP12,585$261.0K
Daymark Wealth Partners, LLC11,391$236.9K
RMB Capital Management, LLC11,114$233.0K
Silver Oak Securities, Inc11,196$232.9K
Concord Wealth Partners10,605$220.6K
Concord Asset Management, LLC10,605$220.6K
Sequoia Financial Advisors, LLC10,566$219.8K
Quantinno Capital Management LP9,820$204.3K
Wagner Wealth Management, LLC9,727$202.3K
Comerica Bank6,790$141.2K
Harbour Investments, Inc.3,833$79.7K
Geneos Wealth Management Inc.3,017$62.8K
Harbor Investment Advisory, LLC2,500$52.0K
Beacon Capital Management, LLC2,379$49.5K
Opal Wealth Advisors, LLC2,000$41.6K
Allworth Financial LP1,622$33.7K
Principal Securities, Inc.1,250$26.0K
TCTC Holdings, LLC800$16.6K
CoreCap Advisors, LLC700$14.6K
AdvisorNet Financial, Inc666$13.9K
FNY Investment Advisers, LLC600$12.0K
Ameritas Advisory Services, LLC500$10.4K
Global Retirement Partners, LLC333$6.93K
Sunbelt Securities, Inc.348$6.82K
Umb Bank N A200$4.16K
Salem Investment Counselors Inc150$3.15K