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Nuveen Preferred & Income Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 22,692 | $165,406.92 | $174,501.48 | $9,094.56 | 5.5% |
| NH Nathaniel Holden Core Wealth Partners LLC | 53,224 | $419,405 | $409,292.56 | -$10,112.44 | -2.41% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 61,444 | $448,092.63 | $472,504.36 | $24,411.73 | 5.45% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,681 | $12,675 | $12,926.89 | $251.89 | 1.99% |
| PIL PFG Investments LLC PFG Investments LLC | 21,305 | $170,325.14 | $163,835.45 | -$6,489.69 | -3.81% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 37,182 | $301,070.96 | $285,929.58 | -$15,141.38 | -5.03% |
 Christopher C. Powers Farther Finance Advisors, LLC | 28,264 | $228,049.83 | $217,350.16 | -$10,699.67 | -4.69% |
 Jae Cho Marex Group plc | 30,000 | $236,400 | $230,100 | -$6,300 | -2.66% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 14,500 | $115,360 | $111,505 | -$3,855 | -3.34% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 49,680 | $368,110.65 | $382,039.2 | $13,928.55 | 3.78% |
 Angela Kelley HTLF Bank | 15,683 | $106,017 | $120,602.27 | $14,585.27 | 13.76% |
 Amir Har-El Savvy Advisors, Inc. | 53,244 | $426,122.27 | $409,446.36 | -$16,675.91 | -3.91% |
 Ann Keitner Quantum Portfolio Management LLC | 6,341 | $49,967 | $48,635.47 | -$1,331.53 | -2.66% |
 Owen McCabe Tyche Wealth Partners LLC | 21,273 | $153,136.12 | $163,589.37 | $10,453.25 | 6.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,999 | $16,235 | $15,412.29 | -$822.71 | -5.07% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 74,508 | $564,705.28 | $574,456.68 | $9,751.4 | 1.73% |
 Ashley Meredith Abel Hall, LLC | 83,600 | $651,344 | $642,884 | -$8,460 | -1.3% |
 Fox Hill Wealth Management Fox Hill Wealth Management | 11,669 | $94,400.97 | $88,567.71 | -$5,833.26 | -6.18% |
 Chris M. Frantz Catalina Capital Group, LLC | 24,627 | $166,699.66 | $189,381.63 | $22,681.97 | 13.61% |
 Janice M. Powell Diversify Advisory Services, LLC | 99,591 | $765,852 | $769,639.25 | $3,787.25 | 0.49% |
