Belpointe Asset Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,000	Closed	-$5.11K	–	2025
2023 Q1	$5.11K	Hold	1,000	–	–	﹤0.01%	3006
2022 Q4	$5.09K	Buy	+1,000	New	+$5.11K	﹤0.01%	2924
2021 Q3	–	Sell	-234,897	Closed	-$1.59M	–	1219
2021 Q2	$1.59M	Buy	234,897 +11,482	+5%	+$76K	0.11%	196
2021 Q1	$1.45M	Sell	223,415 -149,126	-40%	-$958K	0.12%	182
2020 Q4	$2.36M	Buy	+372,541	New	+$2.28M	0.21%	105

Other funds holding JQC

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Belpointe Asset Management's JQC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2023, closing a stake of 1,000 shares — an estimated $5.11K sold.

Belpointe Asset Management first reported a position in JQC in Q4 2020 and held it in 5 quarters. The position peaked at $2.36M in Q4 2020. 149 funds tracked by Wall St. Rank hold JQC as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,000 Nuveen Credit Strategies Income Fund shares in Q2 2023, an estimated $5.11K.
Belpointe Asset Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2020 and held it in 5 quarters.
Belpointe Asset Management's Nuveen Credit Strategies Income Fund position peaked at $2.36M in Q4 2020.
149 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.