Annex Advisory Services’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Annex Advisory Services’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,725	Closed	-$88.1K	–	363
2025 Q3	$88.1K	Hold	16,725	–	–	﹤0.01%	312
2025 Q2	$90.1K	Hold	16,725	–	–	﹤0.01%	319
2025 Q1	$90K	Hold	16,725	–	–	﹤0.01%	307
2024 Q4	$95.2K	Sell	16,725 -4	-0%	-$23	﹤0.01%	309
2024 Q3	$96.9K	Buy	+16,729	New	+$95.3K	﹤0.01%	284

Other funds holding JQC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Annex Advisory Services's JQC Position: Q4 2025 in Review

Annex Advisory Services sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2025, closing a stake of 16,725 shares — an estimated $88.1K sold.

Annex Advisory Services first reported a position in JQC in Q3 2024 and held it in 5 quarters. The position peaked at $96.9K in Q3 2024. 165 funds tracked by Wall St. Rank hold JQC as of Q4 2025.

Annex Advisory Services reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2025 after selling out during the quarter.
Annex Advisory Services sold 16,725 Nuveen Credit Strategies Income Fund shares in Q4 2025, an estimated $88.1K.
Annex Advisory Services first reported a position in Nuveen Credit Strategies Income Fund in Q3 2024 and held it in 5 quarters.
Annex Advisory Services's Nuveen Credit Strategies Income Fund position peaked at $96.9K in Q3 2024.
165 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.