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Sowell Financial Services’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Sowell Financial Services’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
2026
Q2 		$1.56M Sell
321,246
-43,000
-12% -$207K 0.05% 362
2026
Q1 		$1.77M Sell
364,246
-640
-0.2% -$3.18K 0.07% 314
2025
Q4 		$1.83M Sell
364,886
-6,191
-2% -$31.5K 0.07% 305
2025
Q3 		$1.96M Sell
371,077
-1,966
-0.5% -$10.7K 0.08% 280
2025
Q2 		$2.01M Sell
373,043
-27,315
-7% -$143K 0.08% 267
2025
Q1 		$2.15M Sell
400,358
-2,278
-0.6% -$12.6K 0.1% 219
2024
Q4 		$2.29M Buy
402,636
+11,800
+3% +$68.1K 0.12% 189
2024
Q3 		$2.28M Sell
390,836
-15,800
-4% -$90K 0.11% 216
2024
Q2 		$2.28M Hold
406,636
– – 0.11% 189
2024
Q1 		$2.29M Sell
406,636
-8,100
-2% -$43.9K 0.11% 200
2023
Q4 		$2.17M Buy
414,736
+2,000
+0.5% +$10.1K 0.12% 193
2023
Q3 		$2.11M Hold
412,736
– – 0.13% 173
2023
Q2 		$2.1M Hold
412,736
– – 0.12% 201
2023
Q1 		$2.11M Buy
412,736
+131,228
+47% +$689K 0.16% 147
2022
Q4 		$1.43M Sell
281,508
-1
-0% -$5 0.09% 243
2022
Q3 		$1.45M Buy
281,509
+33,159
+13% +$178K 0.15% 183
2022
Q2 		$1.3M Buy
248,350
+97,103
+64% +$546K 0.12% 146
2022
Q1 		$941K Sell
151,247
-93,442
-38% -$582K 0.16% 95
2021
Q4 		$1.59M Buy
244,689
+891
+0.4% +$5.79K 0.09% 246
2021
Q3 		$1.61M Buy
243,798
+46
+0% +$300 0.11% 213
2021
Q2 		$1.66M Buy
243,752
+10,418
+4% +$68.9K 0.11% 212
2021
Q1 		$1.56M Buy
233,334
+233,180
+151,416% +$1.5M 0.05% 295
2020
Q4 		$1K Buy
154
+36
+31% +$220 ﹤0.01% 2591
2020
Q3 		$1K Hold
118
– – ﹤0.01% 2386
2020
Q2 		$1K Buy
+118
New +$696 ﹤0.01% 2323
2020
Q1 		– Sell
-48
Closed – – 2564
2019
Q4 		$0 Buy
48
+25
+109% +$186 ﹤0.01% 2592
2019
Q3 		$0 Buy
+23
New +$175 ﹤0.01% 2421

Other funds holding JQC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sowell Financial Services's JQC Position: Q2 2026 in Review

Sowell Financial Services reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 12% in Q2 2026, selling an estimated $207K and leaving 321,246 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #362.

Sowell Financial Services first reported a position in JQC in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q4 2024. 171 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

  • Sowell Financial Services held 321,246 shares of Nuveen Credit Strategies Income Fund worth $1.56M as of Q2 2026.
  • Sowell Financial Services sold 43,000 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $207K.
  • Nuveen Credit Strategies Income Fund made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #362 holding.
  • Sowell Financial Services first reported a position in Nuveen Credit Strategies Income Fund in Q3 2019 and has held it in 27 quarters since.
  • Sowell Financial Services's Nuveen Credit Strategies Income Fund position peaked at $2.29M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.