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

Summit Financial’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 		$103K Sell
21,065
-7,400
-26% -$35.7K ﹤0.01% 1562
2026
Q1 		$140K Sell
28,465
-14,000
-33% -$69.5K ﹤0.01% 1368
2025
Q4 		$213K Sell
42,465
-14,732
-26% -$74.9K ﹤0.01% 1226
2025
Q3 		$301K Buy
57,197
+300
+0.5% +$1.64K ﹤0.01% 1061
2025
Q2 		$310K Buy
+56,897
New +$298K 0.01% 675

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

Summit Financial's JQC Position: Q2 2026 in Review

Summit Financial reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 26% in Q2 2026, selling an estimated $35.7K and leaving 21,065 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Summit Financial first reported a position in JQC in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2025. 170 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

  • Summit Financial held 21,065 shares of Nuveen Credit Strategies Income Fund worth $103K as of Q2 2026.
  • Summit Financial sold 7,400 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $35.7K.
  • Nuveen Credit Strategies Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1562 holding.
  • Summit Financial first reported a position in Nuveen Credit Strategies Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Nuveen Credit Strategies Income Fund position peaked at $310K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.