SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overview All 13F holders of JPC Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of JPC by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−2,462−100.0%	Sold out	Holders
Q2 2024	2,462	$18.4K	<0.1%	−3,545−59.0%	Reduced	Holders
Q1 2024	6,007	$43.2K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	6,007	$40.6K	<0.1%	+6,007	New	Holders