Sovereign Financial Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Sovereign Financial 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 Q1	–	Sell	-16,022	Closed	-$83.6K	–	288
2023 Q4	$83.6K	Buy	16,022 +667	+4%	+$3.36K	0.03%	242
2023 Q3	$77.7K	Buy	15,355 +424	+3%	+$2.15K	0.03%	222
2023 Q2	$75.4K	Buy	14,931 +414	+3%	+$2.07K	0.02%	227
2023 Q1	$74.2K	Buy	14,517 +253	+2%	+$1.33K	0.03%	211
2022 Q4	$72.6K	Buy	14,264 +488	+4%	+$2.49K	0.03%	216
2022 Q3	$70K	Buy	13,776 +309	+2%	+$1.66K	0.03%	201
2022 Q2	$70K	Buy	13,467 +263	+2%	+$1.48K	0.03%	206
2022 Q1	$82K	Buy	13,204 +160	+1%	+$996	0.03%	213
2021 Q4	$85K	Buy	+13,044	New	+$84.7K	0.03%	207

Other funds holding JQC

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sovereign Financial Group's JQC Position: Q1 2024 in Review

Sovereign Financial Group sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2024, closing a stake of 16,022 shares — an estimated $83.6K sold.

Sovereign Financial Group first reported a position in JQC in Q4 2021 and held it in 9 quarters. The position peaked at $85K in Q4 2021. 151 funds tracked by Wall St. Rank hold JQC as of Q1 2024.

Sovereign Financial Group reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2024 after selling out during the quarter.
Sovereign Financial Group sold 16,022 Nuveen Credit Strategies Income Fund shares in Q1 2024, an estimated $83.6K.
Sovereign Financial Group first reported a position in Nuveen Credit Strategies Income Fund in Q4 2021 and held it in 9 quarters.
Sovereign Financial Group's Nuveen Credit Strategies Income Fund position peaked at $85K in Q4 2021.
151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2024.

Based on Sovereign Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.