Total Wealth Planning & Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Total Wealth Planning & 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
2026 Q2	$349K	Buy	71,795 +11,676	+19%	+$56.3K	0.24%	145
2026 Q1	$293K	Buy	60,119 +6,101	+11%	+$30.3K	0.22%	160
2025 Q4	$271K	Buy	+54,018	New	+$275K	0.2%	174
2025 Q1	–	Sell	-15,390	Closed	-$87.6K	–	217
2024 Q4	$87.6K	Buy	+15,390	New	+$88.9K	0.08%	186

Other funds holding JQC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Total Wealth Planning & Management's JQC Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Nuveen Credit Strategies Income Fund (JQC) stake by 19% in Q2 2026, buying an estimated $56.3K and bringing the position to 71,795 shares worth $349K. The position accounts for 0.24% of the portfolio, ranked #145.

Total Wealth Planning & Management first reported a position in JQC in Q4 2024 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold JQC as of Q2 2026.

Total Wealth Planning & Management held 71,795 shares of Nuveen Credit Strategies Income Fund worth $349K as of Q2 2026.
Total Wealth Planning & Management bought 11,676 Nuveen Credit Strategies Income Fund shares in Q2 2026, an estimated $56.3K.
Nuveen Credit Strategies Income Fund made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #145 holding.
Total Wealth Planning & Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2024 and has held it in 4 quarters since.
170 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.