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

Lumature Wealth Partners’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
2023 Q2	$98.1K	Hold	19,426	–	–	0.06%	192
2023 Q1	$99.3K	Sell	19,426 -1,030	-5%	-$5.41K	0.06%	188
2022 Q4	$104K	Hold	20,456	–	–	0.06%	185
2022 Q3	$105K	Hold	20,456	–	–	0.06%	190
2022 Q2	$106K	Hold	20,456	–	–	0.05%	201
2022 Q1	$126K	Hold	20,456	–	–	0.05%	199
2021 Q4	$133K	Hold	20,456	–	–	0.05%	160
2021 Q3	$134K	Sell	20,456 -383	-2%	-$2.5K	0.05%	161
2021 Q2	$141K	Buy	20,839 +1,413	+7%	+$9.35K	0.06%	158
2021 Q1	$126K	Buy	19,426 +5,000	+35%	+$32.1K	0.07%	153
2020 Q4	$91K	Buy	+14,426	New	+$88.2K	0.09%	136

Other funds holding JQC

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lumature Wealth Partners's JQC Position: Q2 2023 in Review

Lumature Wealth Partners held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q2 2023 at 19,426 shares worth $98.1K. The position accounts for 0.06% of the portfolio, ranked #192.

Lumature Wealth Partners first reported a position in JQC in Q4 2020 and has held it in 11 quarters since. The position peaked at $141K in Q2 2021. 149 funds tracked by Wall St. Rank hold JQC as of Q2 2023.

Lumature Wealth Partners held 19,426 shares of Nuveen Credit Strategies Income Fund worth $98.1K as of Q2 2023.
Lumature Wealth Partners left its Nuveen Credit Strategies Income Fund share count unchanged in Q2 2023.
Nuveen Credit Strategies Income Fund made up 0.06% of Lumature Wealth Partners's portfolio in Q2 2023, its #192 holding.
Lumature Wealth Partners first reported a position in Nuveen Credit Strategies Income Fund in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Nuveen Credit Strategies Income Fund position peaked at $141K in Q2 2021.
149 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.