Nuveen Preferred Securities & Income Opportunities Fund - XJPIX
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | History | New | 376,929 | 7,840 | 0.25% | — | 1 | +376,929 | New | Q2 2025 | Jul 25, 2025 |
| MORGAN STANLEY | History | Added to | 252,821 | 5,258 | 0.0% | 0.0% | 2 | +114,708 | 83.05% | Q2 2025 | Aug 14, 2025 |
| Smith Asset Management Co., LLC | History | New | 241,976 | 5,033 | 4.34% | — | 3 | +241,976 | New | Q2 2025 | Nov 03, 2025 |
| TRUIST FINANCIAL CORP | History | Added to | 217,961 | 4,533 | 0.01% | 0.0% | 4 | +64,691 | 42.21% | Q2 2025 | Jul 18, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 145,686 | 3,030 | 0.0% | 0.0% | 5 | -174 | -0.12% | Q2 2025 | Aug 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 137,013 | 2,849 | 0.0% | 0.0% | 6 | +15,138 | 12.42% | Q2 2025 | Aug 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 129,067 | 2,684 | 0.0% | 0.0% | 7 | -6,354 | -4.69% | Q2 2025 | Aug 01, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 128,390 | 2,671 | 0.0% | 0.0% | 8 | +26,359 | 25.83% | Q2 2025 | Nov 21, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 100,031 | 2,080 | 0.0% | 0.0% | 9 | -2,034 | -1.99% | Q2 2025 | Aug 14, 2025 |
| LPL Financial LLC | History | Reduced | 95,622 | 1,988 | 0.0% | 0.0% | 10 | -5,261 | -5.21% | Q2 2025 | Aug 12, 2025 |
| UBS Group AG | History | Reduced | 90,037 | 1,872 | 0.0% | 0.0% | 11 | -69,552 | -43.58% | Q2 2025 | Aug 14, 2025 |
| Chicago Partners Investment Group LLC | History | Added to | 82,150 | 1,670 | 0.05% | 0.05% | 12 | +1,007 | 1.24% | Q2 2025 | Jul 29, 2025 |
| Cornerstone Advisory, LLC | History | New | 74,595 | 1,551 | 0.17% | — | 13 | +74,595 | New | Q2 2025 | Jul 30, 2025 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,108 | 959 | 0.0% | 0.0% | 14 | +4,438 | 10.65% | Q2 2025 | Aug 14, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,100 | 792 | 0.0% | 0.0% | 15 | -2,656 | -6.52% | Q2 2025 | Aug 14, 2025 |
| Sanctuary Advisors, LLC | History | Reduced | 37,724 | 784 | 0.0% | 0.01% | 16 | -54 | -0.14% | Q2 2025 | Jan 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,548 | 760 | 0.0% | 0.0% | 17 | -582 | -1.57% | Q2 2025 | Sep 04, 2025 |
| Everstar Asset Management, LLC | History | Reduced | 33,641 | 699 | 0.43% | 0.48% | 18 | -3,000 | -8.19% | Q2 2025 | Aug 13, 2025 |
| E&G Advisors, LP | History | New | 31,677 | 658 | 0.17% | — | 19 | +31,677 | New | Q2 2025 | Jul 14, 2025 |
| Cetera Investment Advisers | History | Added to | 29,644 | 616 | 0.0% | 0.0% | 20 | +679 | 2.34% | Q2 2025 | Aug 08, 2025 |
| Lido Advisors, LLC | History | No change | 22,795 | 477 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2025 | Aug 13, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,185 | 461 | 0.04% | 0.04% | 22 | -285 | -1.27% | Q2 2025 | Jul 23, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 15,539 | 323 | 0.05% | — | 23 | +15,539 | New | Q2 2025 | Jul 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Reduced | 15,520 | 322 | 0.01% | 0.01% | 24 | -140 | -0.89% | Q2 2025 | Jul 22, 2025 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,961 | 307 | 0.02% | — | 25 | +14,961 | New | Q2 2025 | Aug 14, 2025 |
| WEDBUSH SECURITIES INC | History | New | 14,700 | 306 | 0.01% | — | 26 | +14,700 | New | Q2 2025 | Aug 06, 2025 |
| IHT Wealth Management, LLC | History | Reduced | 12,703 | 264 | 0.01% | 0.01% | 27 | -101 | -0.79% | Q2 2025 | Aug 14, 2025 |
| HRT FINANCIAL LP | History | New | 12,585 | 261 | 0.0% | — | 28 | +12,585 | New | Q2 2025 | Aug 14, 2025 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 11,391 | 236 | 0.01% | — | 29 | +11,391 | New | Q2 2025 | Aug 04, 2025 |
| Curi Capital, LLC | History | No change | 11,114 | 233 | 0.0% | 0.01% | 30 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,196 | 232 | 0.02% | — | 31 | +11,196 | New | Q2 2025 | Jul 11, 2025 |
| Concord Wealth Partners | History | New | 10,605 | 220 | 0.03% | — | 32 | +10,605 | New | Q2 2025 | Jul 25, 2025 |
| Concord Asset Management, LLC/VA | History | New | 10,605 | 220 | 0.03% | — | 33 | +10,605 | New | Q2 2025 | Jul 25, 2025 |
| Sequoia Financial Advisors, LLC | History | New | 10,566 | 219 | 1.2% | — | 34 | +10,566 | New | Q2 2025 | Aug 08, 2025 |
| Quantinno Capital Management LP | History | New | 9,820 | 204 | 0.0% | — | 35 | +9,820 | New | Q2 2025 | Aug 14, 2025 |
| Wagner Wealth Management, LLC | History | New | 9,727 | 202 | 0.05% | — | 36 | +9,727 | New | Q2 2025 | Jul 17, 2025 |
| COMERICA BANK | History | No change | 6,790 | 141 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,833 | 79 | 0.0% | 0.0% | 38 | +1,514 | 65.29% | Q2 2025 | Jul 28, 2025 |
| Geneos Wealth Management Inc. | History | Reduced | 3,017 | 62 | 0.0% | 0.0% | 39 | -1,154 | -27.67% | Q2 2025 | Aug 18, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2,500 | 52 | 0.0% | — | 40 | +2,500 | New | Q2 2025 | Jul 01, 2025 |
| Beacon Capital Management, LLC | History | New | 2,379 | 49 | 0.01% | — | 41 | +2,379 | New | Q2 2025 | Jul 17, 2025 |
| Opal Wealth Advisors, LLC | History | New | 2,000 | 41 | 0.01% | — | 42 | +2,000 | New | Q2 2025 | Jul 14, 2025 |
| Allworth Financial LP | History | Added to | 1,622 | 33 | 0.0% | 0.0% | 43 | +22 | 1.38% | Q2 2025 | Aug 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,250 | 26 | 0.0% | 0.0% | 44 | -180 | -12.59% | Q2 2025 | Aug 11, 2025 |
| TCTC Holdings, LLC | History | No change | 800 | 16 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| CoreCap Advisors, LLC | History | New | 700 | 14 | 0.0% | — | 46 | +700 | New | Q2 2025 | Aug 14, 2025 |
| AdvisorNet Financial, Inc | History | New | 666 | 13 | 0.0% | — | 47 | +666 | New | Q2 2025 | Jul 14, 2025 |
| FNY Investment Advisers, LLC | History | New | 600 | 12 | 0.01% | — | 48 | +600 | New | Q2 2025 | Jul 30, 2025 |
| Ameritas Advisory Services, LLC | History | New | 500 | 10 | 0.0% | — | 49 | +500 | New | Q2 2025 | Jul 21, 2025 |
| Sunbelt Securities, Inc. | History | New | 348 | 6 | 0.0% | — | 50 | +348 | New | Q2 2025 | Aug 14, 2025 |
| Global Retirement Partners, LLC | History | New | 333 | 6 | 0.0% | — | 51 | +333 | New | Q2 2025 | Aug 12, 2025 |
| UMB Bank, n.a. | History | New | 200 | 4 | 0.0% | — | 52 | +200 | New | Q2 2025 | Jul 11, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 150 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2025 | Jul 08, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,474 | -100.0% | Q1 2025 | May 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,255 | -100.0% | Q1 2025 | May 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Aug 05, 2025 |