Mission Hills Financial Advisory, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2043220
SAN DIEGO, CA
Position in JPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,785,481
+$939,720 QoQ
Shares Held
226,584
+102.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mission Hills Financial Advisory, LLC holds $64,075,999 across 15 Asset Management names. JPC ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
882,418 | $16,002,734 | |
| 2 | PCN |
Pimco Corporate & Income Strategy Fund
|
1,210,014 | $14,459,667 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
751,235 | $12,545,624 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
998,062 | $12,286,143 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
226,584 | $1,785,481 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
34,522 | $1,750,610 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
46,108 | $1,272,119 | |
| 8 | UTG |
Reaves Utility Income Fund
|
28,847 | $1,174,649 |
All Filings in JPC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,785,481 | 226,584 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $845,761 | 112,170 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $704,629 | 86,884 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $601,101 | 73,305 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $587,906 | 73,305 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $119,280 | 14,985 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $117,782 | 14,985 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $116,893 | 14,485 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||