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Sax Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Sax Wealth Advisors’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
Q3 		– Sell
-12,374
Closed -$66.7K – 447
2025
Q2 		$66.7K Hold
12,374
– – ﹤0.01% 420
2025
Q1 		$66.6K Hold
12,374
– – ﹤0.01% 359
2024
Q4 		$70.4K Sell
12,374
-14,801
-54% -$85.5K 0.01% 327
2024
Q3 		$157K Buy
+27,175
New +$155K 0.01% 282

Other funds holding JQC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sax Wealth Advisors's JQC Position: Q3 2025 in Review

Sax Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2025, closing a stake of 12,374 shares — an estimated $66.7K sold.

Sax Wealth Advisors first reported a position in JQC in Q3 2024 and held it in 4 quarters. The position peaked at $157K in Q3 2024. 155 funds tracked by Wall St. Rank hold JQC as of Q3 2025.

  • Sax Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 12,374 Nuveen Credit Strategies Income Fund shares in Q3 2025, an estimated $66.7K.
  • Sax Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2024 and held it in 4 quarters.
  • Sax Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $157K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.