Wealth Advisory Solutions, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1834802 ZIONSVILLE, IN

Position in JPC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,063,330

+$408,534 QoQ

Shares Held

261,844

+19.3% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#40

of 330 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Advisory Solutions, LLC holds $5,949,127 across 4 Asset Management names. JPC ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RQI	Cohen & Steers Quality Income Realty Fund Inc	261,026	$3,213,230
2	JPC	Nuveen Preferred & Income Opportunities Fund This page	261,844	$2,063,330
3	BX	Blackstone Inc.	3,020	$355,363
4	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	22,936	$317,204

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,063,330	261,844	+19.3%	Shares	Sole	2026-07-24
2026-03-31	$1,654,796	219,469	-19.9%	Shares	Sole	2026-04-22
2025-12-31	$2,222,334	274,024	-0.1%	Shares	Sole	2026-01-16
2025-09-30	$2,249,932	274,382	-0.1%	Shares	Sole	2025-10-27
2025-06-30	$2,202,548	274,632	+12.5%	Shares	Sole	2025-07-14
2025-03-31	$1,942,900	244,083	+21.7%	Shares	Sole	2025-04-30
2024-12-31	$1,576,660	200,593	+551.8%	Shares	Sole	2025-02-06
2024-09-30	$248,338	30,773	+70.3%	Shares	Sole	2024-10-21
2024-06-30	$134,997	18,072	+29.1%	Shares	Sole	2024-07-26
2024-03-31	$100,660	14,000	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.