Navis Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Navis Wealth 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
2025 Q1	–	Sell	-10,000	Closed	-$56.9K	–	107
2024 Q4	$56.9K	Hold	10,000	–	–	0.06%	99
2024 Q3	$57.9K	Hold	10,000	–	–	0.06%	104
2024 Q2	$55.5K	Hold	10,000	–	–	0.06%	97
2024 Q1	$55.7K	Hold	10,000	–	–	0.07%	95
2023 Q4	$52.2K	Hold	10,000	–	–	0.07%	89
2023 Q3	$50.6K	Hold	10,000	–	–	0.07%	87
2023 Q2	$50.5K	Hold	10,000	–	–	0.05%	86
2023 Q1	$51.1K	Hold	10,000	–	–	0.06%	87
2022 Q4	$50.9K	Hold	10,000	–	–	0.07%	80
2022 Q3	$51K	Hold	10,000	–	–	0.08%	77
2022 Q2	$52K	Hold	10,000	–	–	0.06%	94
2022 Q1	$62K	Hold	10,000	–	–	0.06%	101
2021 Q4	$65K	Hold	10,000	–	–	0.05%	101
2021 Q3	$66K	Hold	10,000	–	–	0.05%	123
2021 Q2	$68K	Hold	10,000	–	–	0.06%	101
2021 Q1	$65K	Buy	+10,000	New	+$64.2K	0.05%	107

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

PCM

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

Navis Wealth Advisors's JQC Position: Q1 2025 in Review

Navis Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2025, closing a stake of 10,000 shares — an estimated $56.9K sold.

Navis Wealth Advisors first reported a position in JQC in Q1 2021 and held it in 16 quarters. The position peaked at $68K in Q2 2021. 157 funds tracked by Wall St. Rank hold JQC as of Q1 2025.

Navis Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2025 after selling out during the quarter.
Navis Wealth Advisors sold 10,000 Nuveen Credit Strategies Income Fund shares in Q1 2025, an estimated $56.9K.
Navis Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q1 2021 and held it in 16 quarters.
Navis Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $68K in Q2 2021.
157 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2025.

Based on Navis Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.