Wagner Wealth Management, LLC Nuveen Credit Strategies Income Fund Transaction History

Wagner Wealth Management, LLC

$284 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$5.14 - $6.31 $41,120 - $50,480	8,000 New	8,000 $42,000
Q1 2022 May 16, 2022	SELL	$5.76 - $6.59 $46,080 - $52,720	-8,000 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$6.3 - $6.52 $50,400 - $52,160	8,000 New	8,000 $52,000
Q4 2020 Feb 09, 2021	SELL	$5.79 - $6.45 $194,856 - $217,068	-33,654 Closed	0 $0
Q3 2018 Nov 05, 2018	SELL	$7.87 - $8.02 $20,902 - $21,301	-2,656 Reduced 7.31%	33,654 $268,000
Q2 2018 Aug 01, 2018	BUY	$7.91 - $8.15 $379 - $391	48 Added 0.13%	36,310 $289,000
Q1 2018 May 10, 2018	SELL	$7.91 - $8.35 $74,069 - $78,189	-9,364 Reduced 20.52%	36,262 $288,000
Q4 2017 Feb 22, 2018	BUY	$8.05 - $8.52 $367,289 - $388,733	45,626	45,626 $373,000

Others Institutions Holding JQC

# of Institutions

158

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$63.2 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.1 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$11.2 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.79 Million
0.0% of portfolio

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

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