INDEPENDENT FINANCIAL GROUP, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 275484
SAN DIEGO, CA
Position in JPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$869,408
+$168,694 QoQ
Shares Held
110,331
+18.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#67
of 328 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. JPC ranks #40 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,408 | 110,331 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $700,714 | 92,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $759,688 | 93,673 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $710,784 | 86,681 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $637,068 | 79,435 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $604,251 | 75,911 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $399,366 | 50,810 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $361,076 | 44,743 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $331,623 | 44,394 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $268,057 | 37,282 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $244,793 | 36,212 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $86,746 | 13,704 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $105,189 | 16,233 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $110,386 | 16,776 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $138,778 | 19,063 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $132,487 | 19,063 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $152,410 | 19,923 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $177,374 | 20,673 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $197,864 | 20,273 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $181,288 | 18,312 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $195,578 | 19,597 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $185,975 | 19,597 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $220,371 | 23,197 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $196,942 | 23,197 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $274,857 | 33,397 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $245,133 | 33,397 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||