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

Merit 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	$200K	Buy	41,173 +2,339	+6%	+$11.3K	﹤0.01%	2128
2026 Q1	$189K	Sell	38,834 -7,831	-17%	-$38.9K	﹤0.01%	1946
2025 Q4	$234K	Buy	46,665 +2,955	+7%	+$15K	﹤0.01%	1726
2025 Q3	$230K	Sell	43,710 -3,253	-7%	-$17.8K	﹤0.01%	1584
2025 Q2	$253K	Buy	46,963 +22,883	+95%	+$120K	﹤0.01%	1421
2025 Q1	$130K	Buy	+24,080	New	+$134K	﹤0.01%	1343
2023 Q2	–	Sell	-554,071	Closed	-$2.83M	–	756
2023 Q1	$2.83M	Buy	554,071 +277,889	+101%	+$1.46M	0.1%	152
2022 Q4	$1.41M	Buy	276,182 +13	+0%	+$66	0.05%	240
2022 Q3	$1.41M	Sell	276,169 -275,661	-50%	-$1.48M	0.06%	203
2022 Q2	$2.87M	Buy	+551,830	New	+$3.1M	0.09%	140

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

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

Merit Financial Group increased its Nuveen Credit Strategies Income Fund (JQC) stake by 6% in Q2 2026, buying an estimated $11.3K and bringing the position to 41,173 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Merit Financial Group first reported a position in JQC in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.87M in Q2 2022. 171 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

Merit Financial Group held 41,173 shares of Nuveen Credit Strategies Income Fund worth $200K as of Q2 2026.
Merit Financial Group bought 2,339 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $11.3K.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2128 holding.
Merit Financial Group first reported a position in Nuveen Credit Strategies Income Fund in Q2 2022 and has held it in 10 quarters since.
Merit Financial Group's Nuveen Credit Strategies Income Fund position peaked at $2.87M in Q2 2022.
171 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.