Opal Wealth Advisors, LLC
Position in NBB — Nuveen Taxable Municipal Income Fund
CIK 1844201
JERICHO, NY
Position in NBB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$116,338
-$1,188 QoQ
Shares Held
7,429
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBB 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.
| # | 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 NBB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,338 | 7,429 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $117,526 | 7,429 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $119,012 | 7,429 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $106,212 | 6,848 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $193,706 | 12,644 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $189,514 | 13,043 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $204,644 | 13,043 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $210,253 | 13,043 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $208,166 | 13,043 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||