Pathstone Holdings’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Pathstone Holdings’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 Q1	–	Sell	-58,309	Closed	-$293K	–	2285
2025 Q4	$293K	Buy	+58,309	New	+$296K	﹤0.01%	1980
2025 Q3	–	Sell	-1,631,883	Closed	-$8.8M	–	2370
2025 Q2	$8.8M	Buy	1,631,883 +1,554,261	+2,002%	+$8.13M	0.03%	364
2025 Q1	$449K	Hold	77,622	–	–	﹤0.01%	1767
2024 Q4	$452K	Sell	77,622 -1,035,402	-93%	-$5.98M	﹤0.01%	1775
2024 Q3	$6.44M	Sell	1,113,024 -1,643,054	-60%	-$9.36M	0.03%	470
2024 Q2	$15.3M	Sell	2,756,078 -262,146	-9%	-$1.46M	0.07%	205
2024 Q1	$16.8M	Sell	3,018,224 -12,026	-0.4%	-$65.2K	0.08%	182
2023 Q4	$15.8M	Buy	+3,030,250	New	+$15.3M	0.08%	173

Other funds holding JQC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PCM

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

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

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

AAM

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings's JQC Position: Q1 2026 in Review

Pathstone Holdings sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2026, closing a stake of 58,309 shares — an estimated $293K sold.

Pathstone Holdings first reported a position in JQC in Q4 2023 and held it in 8 quarters. The position peaked at $16.8M in Q1 2024. 159 funds tracked by Wall St. Rank hold JQC as of Q1 2026.

Pathstone Holdings reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2026 after selling out during the quarter.
Pathstone Holdings sold 58,309 Nuveen Credit Strategies Income Fund shares in Q1 2026, an estimated $293K.
Pathstone Holdings first reported a position in Nuveen Credit Strategies Income Fund in Q4 2023 and held it in 8 quarters.
Pathstone Holdings's Nuveen Credit Strategies Income Fund position peaked at $16.8M in Q1 2024.
159 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.