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Redwood Wealth Management Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-2,000
Closed -$11.1K – 641
2024
Q2 		$11.1K Buy
+2,000
New +$11.1K 0.01% 562

Other funds holding JQC

Morgan Stanley
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Redwood Wealth Management Group's JQC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2024, closing a stake of 2,000 shares — an estimated $11.1K sold.

Redwood Wealth Management Group first reported a position in JQC in Q2 2024 and held it in 1 quarter. The position peaked at $11.1K in Q2 2024. 143 funds tracked by Wall St. Rank hold JQC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,000 Nuveen Credit Strategies Income Fund shares in Q3 2024, an estimated $11.1K.
  • Redwood Wealth Management Group first reported a position in Nuveen Credit Strategies Income Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Nuveen Credit Strategies Income Fund position peaked at $11.1K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.