Creative Planning
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Creative Planning’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Creative Planning’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
-57,696
Closed -$304K – 4016
2025
Q3 		$304K Buy
+57,696
New +$315K ﹤0.01% 3127
2025
Q2 		– Sell
-10,600
Closed -$57K – 3746
2025
Q1 		$57K Sell
10,600
-2,188
-17% -$12.1K ﹤0.01% 3334
2024
Q4 		$72.8K Buy
12,788
+1,021
+9% +$5.9K ﹤0.01% 3202
2024
Q3 		$68.1K Buy
11,767
+500
+4% +$2.85K ﹤0.01% 3063
2024
Q2 		$62.5K Buy
+11,267
New +$62.8K ﹤0.01% 2906
2024
Q1 		– Sell
-14,567
Closed -$76K – 2970
2023
Q4 		$76K Buy
+14,567
New +$73.5K ﹤0.01% 2604
2022
Q3 		– Sell
-19,679
Closed -$102K – 2384
2022
Q2 		$102K Buy
19,679
+4,968
+34% +$27.9K ﹤0.01% 1972
2022
Q1 		$91K Hold
14,711
– – ﹤0.01% 1997
2021
Q4 		$95K Sell
14,711
-5,600
-28% -$36.4K ﹤0.01% 1959
2021
Q3 		$133K Buy
20,311
+5,600
+38% +$36.5K ﹤0.01% 1913
2021
Q2 		$99K Buy
14,711
+3,680
+33% +$24.3K ﹤0.01% 1874
2021
Q1 		$72K Buy
11,031
+220
+2% +$1.41K ﹤0.01% 2303
2020
Q4 		$68K Buy
+10,811
New +$66.1K ﹤0.01% 2073
2017
Q3 		– Sell
-5,633
Closed -$49K – 2832
2017
Q2 		$49K Sell
5,633
-378
-6% -$3.3K ﹤0.01% 2526
2017
Q1 		$52K Buy
6,011
+2,667
+80% +$23.5K ﹤0.01% 2446
2016
Q4 		$30K Hold
3,344
– – ﹤0.01% 2791
2016
Q3 		$28K Buy
3,344
+1,000
+43% +$8.36K ﹤0.01% 2798
2016
Q2 		$19K Sell
2,344
-675
-22% -$5.38K ﹤0.01% 2838
2016
Q1 		$24K Sell
3,019
-5,568
-65% -$42.1K ﹤0.01% 2627
2015
Q4 		$67K Buy
8,587
+7,387
+616% +$58K ﹤0.01% 1882
2015
Q3 		$10K Buy
+1,200
New +$10.1K ﹤0.01% 3202
2015
Q2 		– Sell
-7,460
Closed -$68K – 2086
2015
Q1 		$68K Buy
7,460
+6,260
+522% +$55.8K ﹤0.01% 1799
2014
Q4 		$11K Buy
+1,200
New +$10.5K ﹤0.01% 3060
2014
Q2 		– Sell
-7,843
Closed -$75K – 3869
2014
Q1 		$75K Buy
7,843
+1,243
+19% +$11.9K ﹤0.01% 1563
2013
Q4 		$64K Buy
6,600
+1,400
+27% +$13.2K ﹤0.01% 1442
2013
Q3 		$49K Hold
5,200
– – ﹤0.01% 1516
2013
Q2 		$52K Buy
+5,200
New +$53.3K ﹤0.01% 1361

Other funds holding JQC

Morgan Stanley
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Creative Planning's JQC Position: Q4 2025 in Review

Creative Planning sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2025, closing a stake of 57,696 shares — an estimated $304K sold.

Creative Planning first reported a position in JQC in Q2 2013 and held it in 27 quarters. The position peaked at $304K in Q3 2025. 165 funds tracked by Wall St. Rank hold JQC as of Q4 2025.

  • Creative Planning reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 57,696 Nuveen Credit Strategies Income Fund shares in Q4 2025, an estimated $304K.
  • Creative Planning first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 27 quarters.
  • Creative Planning's Nuveen Credit Strategies Income Fund position peaked at $304K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.