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

Avior Wealth Management’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
2024
Q4 		– Sell
-18,776
Closed -$109K – 2512
2024
Q3 		$109K Sell
18,776
-15,082
-45% -$85.9K ﹤0.01% 863
2024
Q2 		$188K Sell
33,858
-1,569
-4% -$8.74K 0.01% 685
2024
Q1 		$197K Buy
+35,427
New +$192K 0.01% 713

Other funds holding JQC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Avior Wealth Management's JQC Position: Q4 2024 in Review

Avior Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2024, closing a stake of 18,776 shares — an estimated $109K sold.

Avior Wealth Management first reported a position in JQC in Q1 2024 and held it in 3 quarters. The position peaked at $197K in Q1 2024. 151 funds tracked by Wall St. Rank hold JQC as of Q4 2024.

  • Avior Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18,776 Nuveen Credit Strategies Income Fund shares in Q4 2024, an estimated $109K.
  • Avior Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $197K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.