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Pinnacle Wealth Planning Services’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Pinnacle Wealth Planning Services’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 		$130K Buy
26,716
+1,904
+8% +$9.18K 0.01% 738
2026
Q1 		$121K Sell
24,812
-5,595
-18% -$27.8K 0.01% 702
2025
Q4 		$153K Buy
+30,407
New +$155K 0.02% 582
2024
Q4 		– Sell
-25,484
Closed -$148K – 483
2024
Q3 		$148K Sell
25,484
-5,273
-17% -$30K 0.02% 483
2024
Q2 		$171K Buy
30,757
+660
+2% +$3.68K 0.02% 439
2024
Q1 		$168K Buy
30,097
+2,077
+7% +$11.3K 0.02% 447
2023
Q4 		$146K Buy
28,020
+515
+2% +$2.6K 0.02% 435
2023
Q3 		$139K Buy
27,505
+3,048
+12% +$15.5K 0.02% 389
2023
Q2 		$124K Buy
24,457
+104
+0.4% +$519 0.02% 411
2023
Q1 		$124K Sell
24,353
-687
-3% -$3.61K 0.02% 424
2022
Q4 		$127K Sell
25,040
-682
-3% -$3.48K 0.02% 389
2022
Q3 		$131K Buy
25,722
+1,280
+5% +$6.86K 0.02% 352
2022
Q2 		$127K Buy
24,442
+2,550
+12% +$14.3K 0.02% 370
2022
Q1 		$135K Buy
21,892
+7,496
+52% +$46.7K 0.02% 392
2021
Q4 		$93K Buy
14,396
+666
+5% +$4.33K 0.02% 401
2021
Q3 		$90K Buy
13,730
+3,074
+29% +$20K 0.02% 360
2021
Q2 		$72K Buy
+10,656
New +$70.5K 0.02% 352
2021
Q1 		– Sell
-7,862
Closed -$50K – 1172
2020
Q4 		$50K Buy
+7,862
New +$48K 0.01% 798
2019
Q2 		– Sell
-10,421
Closed -$81K – 180
2019
Q1 		$81K Buy
+10,421
New +$80.8K 0.05% 161

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

Pinnacle Wealth Planning Services's JQC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Nuveen Credit Strategies Income Fund (JQC) stake by 7.7% in Q2 2026, buying an estimated $9.18K and bringing the position to 26,716 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #738.

Pinnacle Wealth Planning Services first reported a position in JQC in Q1 2019 and has held it in 19 quarters since. The position peaked at $171K in Q2 2024. 171 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 26,716 shares of Nuveen Credit Strategies Income Fund worth $130K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,904 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $9.18K.
  • Nuveen Credit Strategies Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #738 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Credit Strategies Income Fund in Q1 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Credit Strategies Income Fund position peaked at $171K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.