Stolper & Co’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Stolper & Co’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	$1.26M	Buy	260,346 +235,438	+945%	+$1.13M	0.33%	61
2026 Q1	$4.1M	Sell	24,908 -218,724	-90%	-$1.09M	1.16%	30
2025 Q4	$1.22M	Buy	243,632 +5,555	+2%	+$28.2K	0.36%	60
2025 Q3	$1.25M	Sell	238,077 -617	-0.3%	-$3.37K	0.38%	60
2025 Q2	$1.29M	Buy	238,694 +23,091	+11%	+$121K	0.42%	59
2025 Q1	$1.16M	Buy	215,603 +2,496	+1%	+$13.8K	0.38%	59
2024 Q4	$1.21M	Sell	213,107 -5,360	-2%	-$31K	0.4%	58
2024 Q3	$1.26M	Sell	218,467 -4,862	-2%	-$27.7K	0.41%	59
2024 Q2	$1.24M	Buy	223,329 +592	+0.3%	+$3.3K	0.44%	59
2024 Q1	$1.24M	Buy	222,737 +8,682	+4%	+$47K	0.45%	59
2023 Q4	$1.12M	Sell	214,055 -2,006	-0.9%	-$10.1K	0.45%	57
2023 Q3	$1.09M	Sell	216,061 -3,295	-2%	-$16.7K	0.47%	58
2023 Q2	$1.11M	Sell	219,356 -4,663	-2%	-$23.3K	0.47%	59
2023 Q1	$1.15M	Sell	224,019 -5,436	-2%	-$28.5K	0.49%	59
2022 Q4	$1.17M	Sell	229,455 -9,048	-4%	-$46.2K	0.51%	55
2022 Q3	$1.22M	Buy	238,503 +126,029	+112%	+$675K	0.6%	58
2022 Q2	$585K	Buy	112,474 +225	+0.2%	+$1.26K	0.27%	69
2022 Q1	$694K	Buy	112,249 +9,847	+10%	+$61.3K	0.29%	67
2021 Q4	$665K	Buy	102,402 +7,099	+7%	+$46.1K	0.3%	68
2021 Q3	$625K	Buy	95,303 +7,579	+9%	+$49.4K	0.3%	68
2021 Q2	$592K	Buy	87,724 +423	+0.5%	+$2.8K	0.28%	67
2021 Q1	$567K	Sell	87,301 -1,566	-2%	-$10.1K	0.29%	66
2020 Q4	$563K	Sell	88,867 -1,757	-2%	-$10.7K	0.32%	68
2020 Q3	$536K	Buy	90,624 +5,375	+6%	+$32.2K	0.35%	61
2020 Q2	$498K	Buy	85,249 +260	+0.3%	+$1.53K	0.33%	64
2020 Q1	$482K	Buy	+84,989	New	+$588K	0.35%	63

Other funds holding JQC

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM