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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Total Wealth Planning & Management's JQC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Nuveen Credit Strategies Income Fund (JQC) stake by 11% in Q1 2026, buying an estimated $30.3K and bringing the position to 60,119 shares worth $293K. The position accounts for 0.22% of the portfolio, ranked #160.

Total Wealth Planning & Management first reported a position in JQC in Q4 2024 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold JQC as of Q1 2026.

  • Total Wealth Planning & Management held 60,119 shares of Nuveen Credit Strategies Income Fund worth $293K as of Q1 2026.
  • Total Wealth Planning & Management bought 6,101 Nuveen Credit Strategies Income Fund shares in Q1 2026, an estimated $30.3K.
  • Nuveen Credit Strategies Income Fund made up 0.22% of Total Wealth Planning & Management's portfolio in Q1 2026, its #160 holding.
  • Total Wealth Planning & Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2024 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.