Pinnacle Wealth Planning Services
JQC icon

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
Q3 		$128K Buy
26,848
+132
+0.5% +$628 0.01% 729
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% +$4.32K 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

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's JQC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Nuveen Credit Strategies Income Fund (JQC) stake by 0.49% in Q3 2026, buying an estimated $628 and bringing the position to 26,848 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #729.

Pinnacle Wealth Planning Services first reported a position in JQC in Q1 2019 and has held it in 20 quarters since. The position peaked at $171K in Q2 2024. 56 funds tracked by Wall St. Rank hold JQC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 26,848 shares of Nuveen Credit Strategies Income Fund worth $128K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 132 Nuveen Credit Strategies Income Fund shares in Q3 2026, an estimated $628.
  • Nuveen Credit Strategies Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #729 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Credit Strategies Income Fund in Q1 2019 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen Credit Strategies Income Fund position peaked at $171K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.