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

Institute for 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 Q2	$21.9K	Buy	+4,510	New	+$21.7K	﹤0.01%	1107
2020 Q4	–	Sell	-13,174	Closed	-$78K	–	451
2020 Q3	$78K	Hold	13,174	–	–	0.02%	413
2020 Q2	$77K	Hold	13,174	–	–	0.02%	421
2020 Q1	$75K	Sell	13,174 -3,400	-21%	-$23.5K	0.02%	395
2019 Q4	$127K	Sell	16,574 -4,692	-22%	-$34.8K	0.03%	455
2019 Q3	$159K	Hold	21,266	–	–	0.04%	404
2019 Q2	$168K	Hold	21,266	–	–	0.04%	448
2019 Q1	$164K	Sell	21,266 -100	-0.5%	-$775	0.04%	424
2018 Q4	$158K	Buy	+21,366	New	+$164K	0.06%	247
2018 Q1	–	Sell	-29,441	Closed	-$242K	–	331
2017 Q4	$242K	Buy	29,441 +70	+0.2%	+$579	0.06%	334
2017 Q3	$249K	Hold	29,371	–	–	0.08%	235
2017 Q2	$255K	Buy	+29,371	New	+$256K	0.07%	336

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

Institute for Wealth Management's JQC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen Credit Strategies Income Fund (JQC) in Q2 2026: 4,510 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JQC as recently as Q3 2020.

Institute for Wealth Management first reported a position in JQC in Q2 2017 and has held it in 12 quarters since. The position peaked at $255K in Q2 2017. 170 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

Institute for Wealth Management held 4,510 shares of Nuveen Credit Strategies Income Fund worth $21.9K as of Q2 2026.
Nuveen Credit Strategies Income Fund was a new Institute for Wealth Management position in Q2 2026.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1107 holding.
Institute for Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2017 and has held it in 12 quarters since.
Institute for Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $255K in Q2 2017.
170 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.