Focus Partners Wealth
JQC icon

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

Focus Partners 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
2024
Q3 		– Sell
-120,000
Closed -$666K – 1652
2024
Q2 		$666K Buy
+120,000
New +$668K ﹤0.01% 883

Other funds holding JQC

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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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Focus Partners Wealth's JQC Position: Q3 2024 in Review

Focus Partners Wealth sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2024, closing a stake of 120,000 shares — an estimated $666K sold.

Focus Partners Wealth first reported a position in JQC in Q2 2024 and held it in 1 quarter. The position peaked at $666K in Q2 2024. 143 funds tracked by Wall St. Rank hold JQC as of Q3 2024.

  • Focus Partners Wealth reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 120,000 Nuveen Credit Strategies Income Fund shares in Q3 2024, an estimated $666K.
  • Focus Partners Wealth first reported a position in Nuveen Credit Strategies Income Fund in Q2 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Nuveen Credit Strategies Income Fund position peaked at $666K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.