Forum Financial Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Forum Financial 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	$72.9K	Hold	15,000	–	–	﹤0.01%	344
2026 Q1	$73K	Hold	15,000	–	–	﹤0.01%	320
2025 Q4	$75.3K	Hold	15,000	–	–	﹤0.01%	1000
2025 Q3	$79K	Hold	15,000	–	–	﹤0.01%	997
2025 Q2	$80.8K	Hold	15,000	–	–	﹤0.01%	938
2025 Q1	$80.7K	Buy	+15,000	New	+$83.2K	﹤0.01%	854

Other funds holding JQC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Forum Financial Management's JQC Position: Q2 2026 in Review

Forum Financial Management held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q2 2026 at 15,000 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Forum Financial Management first reported a position in JQC in Q1 2025 and has held it in 6 quarters since. The position peaked at $80.8K in Q2 2025. 171 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

Forum Financial Management held 15,000 shares of Nuveen Credit Strategies Income Fund worth $72.9K as of Q2 2026.
Forum Financial Management left its Nuveen Credit Strategies Income Fund share count unchanged in Q2 2026.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #344 holding.
Forum Financial Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2025 and has held it in 6 quarters since.
Forum Financial Management's Nuveen Credit Strategies Income Fund position peaked at $80.8K in Q2 2025.
171 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.