MSH Capital Advisors LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2056306
SCOTTSDALE, AZ
Position in JPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,898,788
-$3,094 QoQ
Shares Held
240,963
-4.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#42
of 328 holders
Holding Since
Dec 2021
19 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, 2026MSH Capital Advisors LLC holds $14,547,744 across 12 Asset Management names. JPC ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,131 | $3,972,204 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,946 | $2,967,812 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,447 | $2,210,929 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
240,963 | $1,898,788 | |
| 5 | BX |
Blackstone Inc.
|
7,412 | $872,169 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
69,947 | $847,757 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $437,787 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
12,942 | $330,668 |
All Filings in JPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898,788 | 240,963 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,901,882 | 252,239 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,098,989 | 258,815 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,080,881 | 253,766 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,768,033 | 220,453 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,600,716 | 201,095 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,577,533 | 200,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,650,347 | 204,504 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,524,343 | 204,062 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,410,757 | 196,211 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $1,298,812 | 192,132 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $776,709 | 122,703 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $795,115 | 122,703 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $826,790 | 125,652 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $918,699 | 126,195 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $867,457 | 124,814 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $959,776 | 125,461 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $1,058,394 | 123,356 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $1,026,322 | 105,156 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||