Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

JQC holding history

Nuveen Credit Strategies Income Fund in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JQC overviewAll 13F holders of JQCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of JQC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,073−100.0%Sold outHolders
Q1 202611,073$53.9K<0.1%+11,073NewHolders
Q1 20250$00.0%−11,663−100.0%Sold outHolders
Q4 202411,663$66.4K<0.1%+11,663NewHolders
Q2 20220$00.0%−18,940−100.0%Sold outHolders
Q1 202218,940$117.0K<0.1%+756+4.2%AddedHolders
Q4 202118,184$118.0K<0.1%−2,568−12.4%ReducedHolders
Q3 202120,752$136.0K<0.1%−9,538−31.5%ReducedHolders
Q2 202130,290$204.0K<0.1%+5,887+24.1%AddedHolders
Q1 202124,403$159.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.