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, 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
JPI is no longer listed, so this page shows Q2 2025. 13F filings for later quarters list far fewer holders.
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Salem Investment Counselors Inc | 150 | $3.15K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $4.16K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 348 | $6.82K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $6.93K | 0.00% | +333 | New |
| Ameritas Advisory Services, LLC | 500 | $10.4K | 0.00% | +500 | New |
| FNY Investment Advisers, LLC | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 666 | $13.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $14.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,250 | $26.0K | 0.00% | −180−12.6% | Reduced |
| Allworth Financial LP | 1,622 | $33.7K | 0.00% | +22+1.4% | Added |
| Opal Wealth Advisors, LLC | 2,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,379 | $49.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,500 | $52.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,017 | $62.8K | 0.00% | +304+11.2% | Added |
| Harbour Investments, Inc. | 3,833 | $79.7K | 0.00% | +1,514+65.3% | Added |
| Comerica Bank | 6,790 | $141.2K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 9,727 | $202.3K | 0.05% | +9,727 | New |
| Quantinno Capital Management LP | 9,820 | $204.3K | 0.00% | +9,820 | New |
| Sequoia Financial Advisors, LLC | 10,566 | $219.8K | 0.00% | +10,566 | 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 |
| Silver Oak Securities, Inc | 11,196 | $232.9K | 0.02% | +11,196 | New |
| RMB Capital Management, LLC | 11,114 | $233.0K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,391 | $236.9K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 12,585 | $261.0K | 0.00% | +12,585 | New |
| IHT Wealth Management, LLC | 12,703 | $264.2K | 0.01% | −101−0.8% | Reduced |
| Wedbush Securities Inc | 14,700 | $306.0K | 0.01% | −300−2.0% | Reduced |
| Diversify Wealth Management, LLC | 14,961 | $307.1K | 0.02% | +206+1.4% | Added |
| Wealthcare Advisory Partners LLC | 15,520 | $322.8K | 0.01% | −140−0.9% | Reduced |
| UMA Financial Services, Inc. | 15,539 | $323.2K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,185 | $461.4K | 0.04% | −285−1.3% | Reduced |
| Lido Advisors, LLC | 22,795 | $477.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,644 | $616.6K | 0.00% | +679+2.3% | Added |
| E&G Advisors, LP | 31,677 | $658.9K | 0.17% | −1,000−3.1% | Reduced |
| Everstar Asset Management, LLC | 33,641 | $699.7K | 0.43% | −3,000−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 36,548 | $760.2K | 0.00% | −582−1.6% | Reduced |
| Sanctuary Advisors, LLC | 37,724 | $784.7K | 0.00% | −54−0.1% | Reduced |
| Stifel Financial Corp | 38,100 | $792.5K | 0.00% | −2,656−6.5% | Reduced |
| Ameriprise Financial Inc | 46,108 | $959.1K | 0.00% | +4,438+10.7% | Added |
| Cornerstone Advisory, LLC | 74,595 | $1.55M | 0.17% | −29,547−28.4% | Reduced |
| Chicago Partners Investment Group LLC | 82,150 | $1.67M | 0.05% | +1,007+1.2% | Added |
| UBS Group AG | 90,037 | $1.87M | 0.00% | −69,552−43.6% | Reduced |
| LPL Financial LLC | 95,622 | $1.99M | 0.00% | −5,261−5.2% | Reduced |
| Raymond James Financial Inc | 100,031 | $2.08M | 0.00% | −2,034−2.0% | Reduced |
| Royal Bank of Canada | 128,390 | $2.67M | 0.00% | +26,359+25.8% | Added |
| Envestnet Asset Management Inc | 129,067 | $2.68M | 0.00% | −6,354−4.7% | Reduced |
| Bank of America Corp | 137,013 | $2.85M | 0.00% | +15,138+12.4% | Added |
| Wells Fargo & Company | 145,686 | $3.03M | 0.00% | −174−0.1% | Reduced |
| Truist Financial Corp | 217,961 | $4.53M | 0.01% | +64,691+42.2% | Added |
| Smith Asset Management Co., LLC | 241,976 | $5.03M | 4.34% | −5,591−2.3% | Reduced |
| Morgan Stanley | 252,821 | $5.26M | 0.00% | +114,708+83.1% | Added |
| We Are One Seven, LLC | 376,929 | $7.84M | 0.25% | +376,929 | New |
| 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 |