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Nuveen Preferred & Income Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 37,182 | $301,070.96 | $291,320.97 | -$9,749.99 | -3.24% |
 Christopher C. Powers Farther Finance Advisors, LLC | 28,466 | $229,653.68 | $221,465.48 | -$8,188.2 | -3.57% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 14,500 | $115,360 | $113,553.85 | -$1,806.15 | -1.57% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 49,680 | $368,110.65 | $389,242.8 | $21,132.15 | 5.74% |
 Angela Kelley HTLF Bank | 15,683 | $106,017 | $122,876.3 | $16,859.3 | 15.9% |
 Amir Har-El Savvy Advisors, Inc. | 53,244 | $426,122.27 | $417,166.74 | -$8,955.53 | -2.1% |
 Owen McCabe Tyche Wealth Partners LLC | 22,242 | $159,686.58 | $174,266.07 | $14,579.49 | 9.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,999 | $16,235 | $15,642.17 | -$592.83 | -3.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 74,508 | $564,705.28 | $583,025.1 | $18,319.82 | 3.24% |
 Angela Pompian Sunpointe, LLC | 11,200 | $89,997 | $87,640 | -$2,357 | -2.62% |
 Ashley Meredith Abel Hall, LLC | 83,600 | $651,344 | $654,170 | $2,826 | 0.43% |
 Fox Hill Wealth Management Fox Hill Wealth Management | 10,633 | $86,237 | $83,203.22 | -$3,033.78 | -3.52% |
 Chris M. Frantz Catalina Capital Group, LLC | 24,627 | $166,699.66 | $192,706.27 | $26,006.61 | 15.6% |
 Todd Lunsford International Private Wealth Advisors LLC | 23,531 | $163,761.59 | $183,659.45 | $19,897.86 | 12.15% |
| HAS Hayley A. Snell LRI Investments, LLC | 427 | $3,072.73 | $3,324.19 | $251.46 | 8.18% |
 Lee Larson Everstar Asset Management, LLC | 66,075 | $498,206 | $515,715.37 | $17,509.37 | 3.51% |
 Argentarii LLC Argentarii, LLC | 15,073 | $118,474.76 | $117,946.22 | -$528.54 | -0.45% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 22,500 | $181,450 | $176,062.5 | -$5,387.5 | -2.97% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 98,708 | $792,469.63 | $771,403.02 | -$21,066.61 | -2.66% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 15,297 | $122,376 | $119,699.02 | -$2,676.98 | -2.19% |
