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 $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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. 160 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.
160 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.