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

Encompass More 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
2026 Q2	$451K	Sell	92,852 -17,793	-16%	-$85.7K	0.07%	180
2026 Q1	$539K	Sell	110,645 -13,079	-11%	-$65K	0.09%	129
2025 Q4	$621K	Sell	123,724 -2,516	-2%	-$12.8K	0.12%	127
2025 Q3	$665K	Buy	126,240 +764	+0.6%	+$4.17K	0.13%	117
2025 Q2	$676K	Buy	125,476 +993	+0.8%	+$5.2K	0.16%	114
2025 Q1	$670K	Sell	124,483 -2,085	-2%	-$11.6K	0.2%	99
2024 Q4	$720K	Buy	126,568 +4,233	+3%	+$24.4K	0.24%	82
2024 Q3	$708K	Buy	+122,335	New	+$697K	0.27%	70

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SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM