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Root Financial Partners’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-614
Closed -$3.24K – 2489
2025
Q3 		$3.24K Buy
+614
New +$3.35K ﹤0.01% 1861

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SIA
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AIA
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Root Financial Partners's JQC Position: Q4 2025 in Review

Root Financial Partners sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2025, closing a stake of 614 shares — an estimated $3.24K sold.

Root Financial Partners first reported a position in JQC in Q3 2025 and held it in 1 quarter. The position peaked at $3.24K in Q3 2025. 165 funds tracked by Wall St. Rank hold JQC as of Q4 2025.

  • Root Financial Partners reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 614 Nuveen Credit Strategies Income Fund shares in Q4 2025, an estimated $3.24K.
  • Root Financial Partners first reported a position in Nuveen Credit Strategies Income Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Nuveen Credit Strategies Income Fund position peaked at $3.24K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.