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

Spire Wealth Management’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 Q2	–	Sell	-48,519	Closed	-$270K	–	2309
2024 Q1	$270K	Buy	48,519 +18,165	+60%	+$98.4K	﹤0.01%	696
2023 Q4	$159K	Buy	30,354 +10,554	+53%	+$53.2K	0.01%	830
2023 Q3	$100K	Buy	+19,800	New	+$100K	﹤0.01%	954
2022 Q3	–	Sell	-353	Closed	-$2K	–	2402
2022 Q2	$2K	Hold	353	–	–	﹤0.01%	2367
2022 Q1	$2K	Sell	353 -925	-72%	-$5.76K	﹤0.01%	2398
2021 Q4	$8K	Buy	1,278 +925	+262%	+$6.01K	﹤0.01%	2449
2021 Q3	$2K	Hold	353	–	–	﹤0.01%	2465
2021 Q2	$2K	Sell	353 -925	-72%	-$6.12K	﹤0.01%	2484
2021 Q1	$8K	Buy	+1,278	New	+$8.21K	﹤0.01%	2479

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Spire Wealth Management's JQC Position: Q2 2024 in Review

Spire Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2024, closing a stake of 48,519 shares — an estimated $270K sold.

Spire Wealth Management first reported a position in JQC in Q1 2021 and held it in 9 quarters. The position peaked at $270K in Q1 2024. 144 funds tracked by Wall St. Rank hold JQC as of Q2 2024.

Spire Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 48,519 Nuveen Credit Strategies Income Fund shares in Q2 2024, an estimated $270K.
Spire Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $270K in Q1 2024.
144 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.