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

DKM 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
2026 Q3	$71.3K	Hold	15,000	–	–	0.05%	66
2026 Q2	$72.9K	Hold	15,000	–	–	0.05%	66
2026 Q1	$73K	Hold	15,000	–	–	0.05%	65
2025 Q4	$75.3K	Hold	15,000	–	–	0.06%	65
2025 Q3	$79K	Hold	15,000	–	–	0.06%	58
2025 Q2	$80.8K	Hold	15,000	–	–	0.07%	51
2025 Q1	$80.7K	Hold	15,000	–	–	0.08%	49
2024 Q4	$85.3K	Buy	+15,000	New	+$86.6K	0.08%	51

Other funds holding JQC

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

DKM Wealth Management's JQC Position: Q3 2026 in Review

DKM Wealth Management held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q3 2026 at 15,000 shares worth $71.3K. The position accounts for 0.05% of the portfolio, ranked #66.

DKM Wealth Management first reported a position in JQC in Q4 2024 and has held it in 8 quarters since. The position peaked at $85.3K in Q4 2024. 19 funds tracked by Wall St. Rank hold JQC as of Q3 2026.

DKM Wealth Management held 15,000 shares of Nuveen Credit Strategies Income Fund worth $71.3K as of Q3 2026.
DKM Wealth Management left its Nuveen Credit Strategies Income Fund share count unchanged in Q3 2026.
Nuveen Credit Strategies Income Fund made up 0.05% of DKM Wealth Management's portfolio in Q3 2026, its #66 holding.
DKM Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $85.3K in Q4 2024.
19 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.