Nuveen Preferred Securities & Income Opportunities Fund - XJPIX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

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Q2 2025 · Q1 2025

Value (USD)

Total reported value ($000)

$53.38M

QoQ value delta ($000)

+$21.91M (+69.61%)

Implied price effect (QoQ)

+5.49%

Total shares

2,569,421

QoQ shares delta

+971,398 (+60.79%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (XJPIX)

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Top holders (Q2 2025)

Top 25 only Full list

Early Q2 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MGO ONE SEVEN LLC	7,840	376,929	0.25%
MORGAN STANLEY	5,258	252,821	0.0%
Smith Asset Management Co., LLC	5,033	241,976	4.34%
TRUIST FINANCIAL CORP	4,533	217,961	0.01%
WELLS FARGO & COMPANY/MN	3,030	145,686	0.0%
BANK OF AMERICA CORP /DE/	2,849	137,013	0.0%
ENVESTNET ASSET MANAGEMENT INC	2,684	129,067	0.0%
ROYAL BANK OF CANADA	2,671	128,390	0.0%
RAYMOND JAMES FINANCIAL INC	2,080	100,031	0.0%
LPL Financial LLC	1,988	95,622	0.0%
UBS Group AG	1,872	90,037	0.0%
Chicago Partners Investment Group LLC	1,670	82,150	0.05%
Cornerstone Advisory, LLC	1,551	74,595	0.17%
AMERIPRISE FINANCIAL INC	959	46,108	0.0%
STIFEL FINANCIAL CORP	792	38,100	0.0%
Sanctuary Advisors, LLC	784	37,724	0.0%
OSAIC HOLDINGS, INC.	760	36,548	0.0%
Everstar Asset Management, LLC	699	33,641	0.43%
E&G Advisors, LP	658	31,677	0.17%
Cetera Investment Advisers	616	29,644	0.0%
Lido Advisors, LLC	477	22,795	0.0%
KINGSWOOD WEALTH ADVISORS, LLC	461	22,185	0.04%
Physician Wealth Advisors, Inc.	323	15,539	0.05%
Wealthcare Advisory Partners LLC	322	15,520	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	307	14,961	0.02%