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Mount Yale Investment Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Mount Yale Investment Advisors’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 		$80.1K Buy
16,306
+70
+0.4% +$337 ﹤0.01% 1177
2026
Q1 		$79.9K Buy
16,236
+48
+0.3% +$238 ﹤0.01% 1084
2025
Q4 		$81.3K Buy
16,188
+90
+0.6% +$458 ﹤0.01% 713
2025
Q3 		$85.7K Buy
+16,098
New +$87.9K 0.01% 659

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

Mount Yale Investment Advisors's JQC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Nuveen Credit Strategies Income Fund (JQC) stake by 0.43% in Q2 2026, buying an estimated $337 and bringing the position to 16,306 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Mount Yale Investment Advisors first reported a position in JQC in Q3 2025 and has held it in 4 quarters since. The position peaked at $85.7K in Q3 2025. 170 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

  • Mount Yale Investment Advisors held 16,306 shares of Nuveen Credit Strategies Income Fund worth $80.1K as of Q2 2026.
  • Mount Yale Investment Advisors bought 70 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $337.
  • Nuveen Credit Strategies Income Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1177 holding.
  • Mount Yale Investment Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Nuveen Credit Strategies Income Fund position peaked at $85.7K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.