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

CreativeOne Wealth’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 Q3	–	Sell	-14,872	Closed	-$76K	–	714
2023 Q2	$76K	Buy	14,872 +534	+4%	+$2.67K	﹤0.01%	812
2023 Q1	$73K	Buy	+14,338	New	+$75.3K	﹤0.01%	780

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

SCM

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

PCM

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

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

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

AAM

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

API

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

CreativeOne Wealth's JQC Position: Q3 2023 in Review

CreativeOne Wealth sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2023, closing a stake of 14,872 shares — an estimated $76K sold.

CreativeOne Wealth first reported a position in JQC in Q1 2023 and held it in 2 quarters. The position peaked at $76K in Q2 2023. 154 funds tracked by Wall St. Rank hold JQC as of Q3 2023.

CreativeOne Wealth reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2023 after selling out during the quarter.
CreativeOne Wealth sold 14,872 Nuveen Credit Strategies Income Fund shares in Q3 2023, an estimated $76K.
CreativeOne Wealth first reported a position in Nuveen Credit Strategies Income Fund in Q1 2023 and held it in 2 quarters.
CreativeOne Wealth's Nuveen Credit Strategies Income Fund position peaked at $76K in Q2 2023.
154 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.