Nuveen Preferred SecuritiesXJPIX
13F holders, Q2 2025 (June 30)53holders +3
9new positions
7sold out
$20.79avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 7 sold out. The largest holders were Mgo One Seven LLC ($7.8M), Morgan Stanley ($5.3M) and Smith Asset Management Co., LLC ($5.0M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.2M |
| Exits | 7 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 671,454 shares bought and 224,645 shares sold, net +446,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Mgo One Seven LLC | 0.25% | New | 376,929 | $7.8M |
| Morgan Stanley | 0.00% | Add +83.0% | 252,821 | $5.3M |
| Smith Asset Management Co., LLC | 4.34% | Reduce -2.3% | 241,976 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +42.2% | 217,961 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 145,686 | $3.0M |
| Bank of America Corp. | 0.00% | Add +12.4% | 137,013 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.7% | 129,067 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +25.8% | 128,390 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 100,031 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 95,622 | $2.0M |
| UBS Group AG | 0.00% | Reduce -43.6% | 90,037 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.2% | 82,150 | $1.7M |
| Cornerstone Advisory, LLC | 0.17% | Reduce -28.4% | 74,595 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +10.7% | 46,108 | $959K |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 38,100 | $792K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.1% | 37,724 | $785K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 36,548 | $760K |
| Everstar Asset Management, LLC | 0.43% | Reduce -8.2% | 33,641 | $700K |
| E&G Advisors, LLC | 0.17% | Reduce -3.1% | 31,677 | $659K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 29,644 | $617K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $478K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 22,185 | $461K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 15,539 | $323K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 15,520 | $323K |
| Diversify Wealth Management, LLC | 0.02% | Add +1.4% | 14,961 | $307K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.0% | 14,700 | $306K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.8% | 12,703 | $264K |
| HRT Financial LP | 0.00% | New | 12,585 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 11,391 | $237K |
| Curi Capital, LLC | 0.00% | No change | 11,114 | $233K |
| Silver Oak Securities, Incorporated | 0.02% | New | 11,196 | $233K |
| Concord Asset Management, LLC | 0.03% | New | 10,605 | $221K |
| Concord Wealth Partners | 0.03% | Add +2.5% | 10,605 | $221K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,566 | $220K |
| Quantinno Capital Management LP | 0.00% | New | 9,820 | $204K |
| Wagner Wealth Management, LLC | 0.05% | New | 9,727 | $202K |
| Comerica Bank | 0.00% | No change | 6,790 | $141K |
| Harbour Investments, Inc. | 0.00% | Add +65.3% | 3,833 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.2% | 3,017 | $63K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $52K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,379 | $49K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 2,000 | $42K |
| Allworth Financial LP | 0.00% | Add +1.4% | 1,622 | $34K |
| Principal Securities, Inc. | 0.00% | Reduce -12.6% | 1,250 | $26K |
| TCTC Holdings, LLC | 0.00% | No change | 800 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 700 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 666 | $14K |
| FNY Investment Advisers, LLC | 0.01% | No change | 600 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 500 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 333 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 348 | $7K |
| UMB Bank, n.a. | 0.00% | New | 200 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.