AE Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.9K	Buy	+11,073	New	+$55K	﹤0.01%	1941
2025 Q1	–	Sell	-11,663	Closed	-$66.4K	–	2225
2024 Q4	$66.4K	Buy	+11,663	New	+$67.3K	﹤0.01%	1511
2022 Q2	–	Sell	-18,940	Closed	-$117K	–	1782
2022 Q1	$117K	Buy	18,940 +756	+4%	+$4.71K	﹤0.01%	1607
2021 Q4	$118K	Sell	18,184 -2,568	-12%	-$16.7K	﹤0.01%	1632
2021 Q3	$136K	Sell	20,752 -9,538	-31%	-$62.2K	﹤0.01%	1544
2021 Q2	$204K	Buy	30,290 +5,887	+24%	+$38.9K	﹤0.01%	1496
2021 Q1	$159K	Buy	24,403 +2,200	+10%	+$14.1K	﹤0.01%	1425
2020 Q4	$141K	Buy	+22,203	New	+$136K	﹤0.01%	1296
2020 Q3	–	Sell	-13,258	Closed	-$77K	–	1326
2020 Q2	$77K	Sell	13,258 -7,053	-35%	-$41.6K	﹤0.01%	1206
2020 Q1	$115K	Buy	20,311 +5,663	+39%	+$39.2K	﹤0.01%	1041
2019 Q4	$112K	Buy	14,648 +29	+0.2%	+$215	﹤0.01%	1087
2019 Q3	$109K	Buy	14,619 +543	+4%	+$4.14K	﹤0.01%	948
2019 Q2	$111K	Buy	+14,076	New	+$111K	﹤0.01%	924
2017 Q4	–	Sell	-69,742	Closed	-$592K	–	441
2017 Q3	$592K	Buy	69,742 +7,736	+12%	+$65.7K	0.05%	219
2017 Q2	$534K	Buy	+62,006	New	+$541K	0.06%	224