AWA
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Arkadios Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$112K Buy
22,900
+12,900
+129% +$64.1K ﹤0.01% 1615
2025
Q4 		$50.2K Sell
10,000
-203
-2% -$1.03K ﹤0.01% 1519
2025
Q3 		$53.8K Buy
+10,203
New +$55.7K ﹤0.01% 1435
2021
Q4 		– Sell
-1,127
Closed -$7K – 1214
2021
Q3 		$7K Sell
1,127
-8,184
-88% -$53.3K ﹤0.01% 1524
2021
Q2 		$62K Buy
9,311
+7,409
+390% +$49K 0.01% 856
2021
Q1 		$12K Sell
1,902
-820
-30% -$5.27K ﹤0.01% 1127
2020
Q4 		$17K Buy
+2,722
New +$16.6K ﹤0.01% 805

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PCM
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OHA
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Invesco
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GC
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return