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

Simplicity Wealth’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
-44,128
Closed -$245K – 859
2024
Q2 		$245K Buy
+44,128
New +$246K 0.01% 1023

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

Simplicity Wealth's JQC Position: Q3 2024 in Review

Simplicity Wealth sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2024, closing a stake of 44,128 shares — an estimated $245K sold.

Simplicity Wealth first reported a position in JQC in Q2 2024 and held it in 1 quarter. The position peaked at $245K in Q2 2024. 143 funds tracked by Wall St. Rank hold JQC as of Q3 2024.

  • Simplicity Wealth reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 44,128 Nuveen Credit Strategies Income Fund shares in Q3 2024, an estimated $245K.
  • Simplicity Wealth first reported a position in Nuveen Credit Strategies Income Fund in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Nuveen Credit Strategies Income Fund position peaked at $245K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.