Wealth Enhancement Advisory Services
JQC icon

Wealth Enhancement Advisory Services’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Wealth Enhancement Advisory Services’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 		$188K Buy
+39,045
New +$188K ﹤0.01% 3615
2026
Q1 		– Sell
-18,110
Closed -$92.5K – 3759
2025
Q4 		$92.5K Sell
18,110
-10,445
-37% -$53.1K ﹤0.01% 3446
2025
Q3 		$149K Buy
28,555
+658
+2% +$3.59K ﹤0.01% 3239
2025
Q2 		$153K Sell
27,897
-405
-1% -$2.12K ﹤0.01% 3063
2025
Q1 		$152K Buy
28,302
+5,549
+24% +$30.8K ﹤0.01% 2681
2024
Q4 		$129K Buy
22,753
+1,602
+8% +$9.25K ﹤0.01% 2767
2024
Q3 		$122K Sell
21,151
-128
-0.6% -$729 ﹤0.01% 2524
2024
Q2 		$118K Buy
21,279
+534
+3% +$2.97K ﹤0.01% 2387
2024
Q1 		$116K Buy
20,745
+10,085
+95% +$54.6K ﹤0.01% 2278
2023
Q4 		$55.6K Buy
10,660
+156
+1% +$787 ﹤0.01% 2212
2023
Q3 		$53.2K Buy
+10,504
New +$53.3K ﹤0.01% 2157

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SC
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IFG
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EMAM
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SWM
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CWM
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FHC
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BRWA
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM