Opal Wealth Advisors, LLC
Position in NAN — Nuveen New York Quality Municipal Income Fund
CIK 1844201
JERICHO, NY
Position in NAN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$149,017
+$8,929 QoQ
Shares Held
12,704
+1.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#9
of 18 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. NAN ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
634,271 | $7,877,645 | |
| 2 | PSBD |
Palmer Square Capital BDC Inc.
|
159,240 | $1,659,280 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
68,075 | $1,034,059 | |
| 4 | RIV |
Rivernorth Opportunities Fund, Inc.
|
68,882 | $803,164 | |
| 5 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
32,471 | $493,559 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
20,626 | $461,197 | |
| 7 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
71,035 | $436,865 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,373 | $280,749 |
All Filings in NAN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,017 | 12,704 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $140,088 | 12,564 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $139,860 | 12,421 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $140,394 | 12,283 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $138,551 | 12,143 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $136,651 | 12,008 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $120,600 | 10,579 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $129,984 | 11,025 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $122,625 | 10,900 | Shares | Sole | 2024-07-12 | |
| 2023-09-30 | $106,689 | 11,033 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $246,798 | 22,958 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $252,948 | 22,912 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $244,666 | 22,866 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $236,347 | 20,149 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $188,462 | 14,993 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $180,068 | 12,175 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||