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Independent Financial Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Independent Financial Group’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 		$1.15M Sell
236,711
-65,098
-22% -$314K 0.02% 637
2026
Q1 		$1.47M Sell
301,809
-60,046
-17% -$298K 0.03% 500
2025
Q4 		$1.82M Sell
361,855
-31,332
-8% -$159K 0.04% 416
2025
Q3 		$2.07M Sell
393,187
-4,628
-1% -$25.3K 0.05% 372
2025
Q2 		$2.14M Buy
397,815
+2,465
+0.6% +$12.9K 0.06% 319
2025
Q1 		$2.13M Buy
395,350
+16,284
+4% +$90.3K 0.07% 264
2024
Q4 		$2.16M Buy
379,066
+3,881
+1% +$22.4K 0.07% 278
2024
Q3 		$2.17M Sell
375,185
-6,311
-2% -$35.9K 0.08% 255
2024
Q2 		$2.12M Buy
381,496
+43,962
+13% +$245K 0.08% 227
2024
Q1 		$1.88M Buy
337,534
+9,769
+3% +$52.9K 0.09% 235
2023
Q4 		$1.71M Buy
327,765
+25,586
+8% +$129K 0.09% 232
2023
Q3 		$1.53M Buy
302,179
+89,178
+42% +$453K 0.1% 228
2023
Q2 		$1.08M Buy
213,001
+85,058
+66% +$425K 0.07% 296
2023
Q1 		$654K Buy
127,943
+72,665
+131% +$381K 0.05% 389
2022
Q4 		$281K Buy
55,278
+3,387
+7% +$17.3K 0.02% 576
2022
Q3 		$265K Buy
51,891
+27,700
+115% +$148K 0.02% 573
2022
Q2 		$126K Hold
24,191
– – 0.01% 668
2022
Q1 		$150K Sell
24,191
-1,750
-7% -$10.9K 0.01% 743
2021
Q4 		$168K Sell
25,941
-32,900
-56% -$214K 0.01% 745
2021
Q3 		$386K Buy
58,841
+6,000
+11% +$39.1K 0.04% 442
2021
Q2 		$357K Buy
52,841
+8,300
+19% +$54.9K 0.04% 473
2021
Q1 		$290K Hold
44,541
– – 0.04% 481
2020
Q4 		$282K Buy
44,541
+11,900
+36% +$72.7K 0.04% 438
2020
Q3 		$193K Buy
+32,641
New +$195K 0.04% 460
2020
Q2 		– Sell
-20,439
Closed -$116K – 495
2020
Q1 		$116K Buy
+20,439
New +$141K 0.03% 375

Other funds holding JQC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Independent Financial Group's JQC Position: Q2 2026 in Review

Independent Financial Group reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 22% in Q2 2026, selling an estimated $314K and leaving 236,711 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #637.

Independent Financial Group first reported a position in JQC in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.17M in Q3 2024. 171 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

  • Independent Financial Group held 236,711 shares of Nuveen Credit Strategies Income Fund worth $1.15M as of Q2 2026.
  • Independent Financial Group sold 65,098 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $314K.
  • Nuveen Credit Strategies Income Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #637 holding.
  • Independent Financial Group first reported a position in Nuveen Credit Strategies Income Fund in Q1 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Nuveen Credit Strategies Income Fund position peaked at $2.17M in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.