Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Carson Wealth (CWM LLC)’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 		$29.9K Buy
6,139
+1,382
+29% +$6.86K ﹤0.01% 4167
2025
Q4 		$24K Sell
4,757
-284
-6% -$1.44K ﹤0.01% 4065
2025
Q3 		$27K Hold
5,041
– – ﹤0.01% 3947
2025
Q2 		$27K Hold
5,041
– – ﹤0.01% 3712
2025
Q1 		$27K Sell
5,041
-443
-8% -$2.46K ﹤0.01% 3463
2024
Q4 		$31K Sell
5,484
-2,215
-29% -$12.8K ﹤0.01% 3147
2024
Q3 		$45K Buy
7,699
+4,762
+162% +$27.1K ﹤0.01% 2769
2024
Q2 		$16K Hold
2,937
– – ﹤0.01% 3266
2024
Q1 		$16K Buy
2,937
+190
+7% +$1.03K ﹤0.01% 3042
2023
Q4 		$14K Hold
2,747
– – ﹤0.01% 2990
2023
Q3 		$14K Sell
2,747
-961
-26% -$4.88K ﹤0.01% 2923
2023
Q2 		$19K Buy
3,708
+960
+35% +$4.79K ﹤0.01% 2676
2023
Q1 		$14K Sell
2,748
-354
-11% -$1.86K ﹤0.01% 2744
2022
Q4 		$16K Buy
3,102
+2,548
+460% +$13K ﹤0.01% 2513
2022
Q3 		$3K Buy
554
+200
+56% +$1.07K ﹤0.01% 3317
2022
Q2 		$2K Buy
+354
New +$1.99K ﹤0.01% 3357
2022
Q1 		– Sell
-17
Closed – – 3689
2021
Q4 		$0 Buy
+17
New +$110 ﹤0.01% 3569
2021
Q2 		$0 Hold
50
– – ﹤0.01% 2972
2021
Q1 		$0 Hold
50
– – ﹤0.01% 2972
2020
Q4 		$0 Hold
50
– – ﹤0.01% 2970
2020
Q3 		$0 Hold
50
– – ﹤0.01% 2969
2020
Q2 		$0 Hold
50
– – ﹤0.01% 2969
2020
Q1 		$0 Hold
50
– – ﹤0.01% 2969
2019
Q4 		$0 Hold
50
– – ﹤0.01% 2968
2019
Q3 		$0 Hold
50
– – ﹤0.01% 2968
2019
Q2 		$0 Hold
50
– – ﹤0.01% 2968
2019
Q1 		$0 Sell
50
-271,030
-100% -$2.1M ﹤0.01% 3119
2018
Q4 		$2.01M Buy
+271,080
New +$2.08M 0.05% 286

Other funds holding JQC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JQC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen Credit Strategies Income Fund (JQC) stake by 29% in Q1 2026, buying an estimated $6.86K and bringing the position to 6,139 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4167.

Carson Wealth (CWM LLC) first reported a position in JQC in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.01M in Q4 2018. 160 funds tracked by Wall St. Rank hold JQC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,139 shares of Nuveen Credit Strategies Income Fund worth $29.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,382 Nuveen Credit Strategies Income Fund shares in Q1 2026, an estimated $6.86K.
  • Nuveen Credit Strategies Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4167 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Credit Strategies Income Fund in Q4 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Credit Strategies Income Fund position peaked at $2.01M in Q4 2018.
  • 160 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.