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Nuveen Preferred & Income Term Fund (JPI)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
Cornerstone Advisory, LLC 614,877183,32210,840,276,0001.95  Hist 03/31/2023
Atlas Wealth LLC 395,448122,0996,702,844,0001.23  Hist 06/30/2023
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 383,222-7,9676,434,293,0000.39  Hist 06/30/2023
TRUIST FINANCIAL CORP 301,362115,2325,599,305,0000.01  Hist 12/31/2022
MORGAN STANLEY 309,496-35,9735,196,438,0000.00  Hist 06/30/2023
STIFEL FINANCIAL CORP 246,847-45,4184,144,552,0000.01  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 233,8195,4593,925,821,0000.00  Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 207,1132,0373,848,170,0000.00  Hist 12/31/2022
WELLS FARGO & COMPANY/MN 213,37672,2633,582,582,0000.00  Hist 06/30/2023
UBS Group AG 172,386-31,2212,894,361,0000.00  Hist 06/30/2023
Weiss Asset Management LP 130,738130,7382,195,091,0000.17  Hist 06/30/2023
ROYAL BANK OF CANADA 109,945-32,3331,846,000,0000.00  Hist 06/30/2023
Integrated Wealth Concepts LLC 107,325-38,7941,801,973,0000.03  Hist 06/30/2023
Rockefeller Capital Management L.P. 71,08560,6341,193,524,0000.00  Hist 06/30/2023
GUGGENHEIM CAPITAL LLC 52,9504,412889,031,0000.01  Hist 06/30/2023
Almitas Capital LLC 49,05649,056864,857,0000.37  Hist 06/30/2023
E&G Advisors, LP 45,689-2,700848,902,0000.32  Hist 12/31/2022
LPL Financial LLC 47,1995,437832,123,0000.00  Hist 03/31/2023
RIVERNORTH CAPITAL MANAGEMENT, LLC 42,77642,776718,209,0000.04  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 34,908-5586,109,0000.00  Hist 06/30/2023
Steward Partners Investment Advisory, LLC 31,244-2,344524,587,0000.01  Hist 06/30/2023
Cetera Advisor Networks LLC 29,180-784514,448,0000.00  Hist 03/31/2023
KINGSWOOD WEALTH ADVISORS, LLC 29,32029,320492,282,0000.16  Hist 06/30/2023
IHT Wealth Management, LLC 25,205-7,546444,367,0000.03  Hist 03/31/2023
Claybrook Capital, LLC 22,7951,745382,728,0000.20  Hist 06/30/2023
Wealthcare Advisory Partners LLC 18,3725,954308,465,0000.01  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 17,8784,463300,175,0000.00  Hist 06/30/2023
Invesco Ltd. 17,86020299,869,0000.00  Hist 06/30/2023
Physician Wealth Advisors, Inc. 15,5390257,326,0000.07  Hist 09/30/2023
ADVISOR GROUP HOLDINGS, INC. 14,2641,919239,502,000   Hist 06/30/2023
CAPTRUST FINANCIAL ADVISORS 12,91312,913227,657,0000.00  Hist 03/31/2023
DAYMARK WEALTH PARTNERS, LLC 12,948-4,509222,317,0000.02  Hist 09/30/2023
RMB Capital Management, LLC 12,7750214,492,0000.01  Hist 06/30/2023
Private Advisor Group, LLC 11,917-662210,105,0000.00  Hist 03/31/2023
CSS LLC/IL 12,112-23,008203,360,0000.01  Hist 06/30/2023
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