WT Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

WT Wealth 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
2025 Q3	–	Sell	-15,488	Closed	-$83.5K	–	150
2025 Q2	$83.5K	Hold	15,488	–	–	0.02%	145
2025 Q1	$83.3K	Hold	15,488	–	–	0.03%	123
2024 Q4	$88.1K	Hold	15,488	–	–	0.03%	133
2024 Q3	$88.9K	Hold	15,488	–	–	0.03%	127
2024 Q2	$86K	Hold	15,488	–	–	0.03%	119
2024 Q1	$86.3K	Hold	15,488	–	–	0.03%	110
2023 Q4	$80.8K	Hold	15,488	–	–	0.03%	107
2023 Q3	$78.4K	Hold	15,488	–	–	0.03%	102
2023 Q2	$78.2K	Hold	15,488	–	–	0.03%	99
2023 Q1	$79.1K	Hold	15,488	–	–	0.03%	106
2022 Q4	$78.8K	Hold	15,488	–	–	0.04%	94
2022 Q3	$79K	Sell	15,488 -483	-3%	-$2.59K	0.04%	89
2022 Q2	$83K	Buy	15,971 +483	+3%	+$2.72K	0.04%	103
2022 Q1	$96K	Hold	15,488	–	–	0.04%	118
2021 Q4	$101K	Sell	15,488 -1,500	-9%	-$9.74K	0.04%	123
2021 Q3	$111K	Hold	16,988	–	–	0.04%	122
2021 Q2	$115K	Hold	16,988	–	–	0.05%	124
2021 Q1	$110K	Buy	+16,988	New	+$109K	0.05%	121

Other funds holding JQC

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WT Wealth Management's JQC Position: Q3 2025 in Review

WT Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2025, closing a stake of 15,488 shares — an estimated $83.5K sold.

WT Wealth Management first reported a position in JQC in Q1 2021 and held it in 18 quarters. The position peaked at $115K in Q2 2021. 155 funds tracked by Wall St. Rank hold JQC as of Q3 2025.

WT Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2025 after selling out during the quarter.
WT Wealth Management sold 15,488 Nuveen Credit Strategies Income Fund shares in Q3 2025, an estimated $83.5K.
WT Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2021 and held it in 18 quarters.
WT Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $115K in Q2 2021.
155 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.