Ownership history in Wealth Advisory Solutions, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Wealth Advisory Solutions, LLC reported a position in NUVEEN PFD & INCOME OPPORTUN (JPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 274,024 | -358 | -0.1% | 0.52% | $2.2M | $7.92 |
| 2025 Q3 | REDUCED | 274,382 | -250 | -0.1% | 0.55% | $2.2M | $7.82 |
| 2025 Q2 | ADDED | 274,632 | +30,549 | +12.5% | 0.56% | $2.2M | $7.46 |
| 2025 Q1 | ADDED | 244,083 | +43,490 | +21.7% | 0.51% | $1.9M | $7.21 |
| 2024 Q4 | ADDED | 200,593 | +169,820 | +551.8% | 0.44% | $1.6M | $6.95 |
| 2024 Q3 | ADDED | 30,773 | +12,701 | +70.3% | 0.07% | $248K | $6.96 |
| 2024 Q2 | ADDED | 18,072 | +4,072 | +29.1% | 0.04% | $135K | $6.27 |
| 2024 Q1 | INITIATED | 14,000 | — | — | 0.03% | $101K | — |
As of 2025 Q4 — sorted by position size