Pacific Wealth Strategies Group, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1766571
SANTA BARBARA, CA
Position in JPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$157,600
+$6,800 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#65
of 125 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pacific Wealth Strategies Group, Inc. holds $7,882,007 across 8 Asset Management names. JPC ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHY |
Calamos Convertible & High Income Fund
|
441,823 | $6,017,629 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
44,466 | $538,927 | |
| 3 | VCV |
Invesco California Value Municipal Income Trust
|
46,420 | $500,871 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,000 | $350,840 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
20,000 | $157,600 | |
| 6 | BOE |
BlackRock Enhanced Global Dividend Trust
|
10,000 | $120,900 | |
| 7 | TEI |
Templeton Emerging Markets Income Fund
|
16,000 | $107,840 | |
| 8 | NNY |
Nuveen New York Municipal Value Fund
|
10,000 | $87,400 |
All Filings in JPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,600 | 20,000 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $150,800 | 20,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $105,430 | 13,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $106,600 | 13,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $80,200 | 10,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $79,600 | 10,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $78,600 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $80,700 | 10,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $74,700 | 10,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $71,900 | 10,000 | Shares | Sole | 2024-05-02 | |
| 2022-03-31 | $124,941 | 14,562 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $140,866 | 14,433 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $141,698 | 14,313 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||