JQC β€” NUVEEN CR STRATEGIES INCOME FD COM SHS

Ownership history in Formidable Asset Management, LLC  Β·  18 quarters on record

AI Ownership Summary

Formidable Asset Management, LLC reported NUVEEN CR STRATEGIES INCOME FD COM SHS (JQC) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q3. The latest visible filing shows JQC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JQC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Formidable Asset Management, LLC's position in NUVEEN CR STRATEGIES INCOME FD COM SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JQC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Formidable Asset Management, LLC held JQC β€” position size vs. price
% of Fund (quarterly)    JQC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,300 -3,000 -16.4% 0.01% $82K 2025-10-29 $4.85
2025 Q2 UNCHANGED 18,300 β€” 0% 0.02% $98K 2025-07-16 $5.00
2025 Q1 UNCHANGED 18,300 β€” 0% 0.02% $98K 2025-05-05 $4.81
2024 Q4 REDUCED 18,300 -1,000 -5.2% 0.02% $104K 2025-02-19 $4.84
2024 Q3 REDUCED 19,300 -3,510 -15.4% 0.02% $112K 2024-11-12 $4.87
2024 Q2 ADDED 22,810 +1,510 +7.1% 0.02% $127K 2024-08-08 $4.59
2024 Q1 ADDED 21,300 +1,000 +4.9% 0.02% $119K 2024-05-15 $4.52
2023 Q4 UNCHANGED 20,300 β€” 0% 0.02% $106K 2024-02-07 $4.17
2023 Q3 ADDED 20,300 +300 +1.5% 0.02% $103K 2023-11-09 $3.75
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Formidable Asset Management, LLC and JQC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Formidable Asset Management, LLC reported owning JQC?

Formidable Asset Management, LLC reported JQC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported JQC position in Formidable Asset Management, LLC's portfolio?

The largest reported portfolio weight for JQC was 0.02% in 2023 Q3.

What is the latest reported JQC position on this page?

The most recent filing on this page is 2025 Q3, when Formidable Asset Management, LLC reported 15,300 shares, equal to 0.01% of portfolio, with an estimated market value of $82K.

What does the chart on this JQC ownership page compare?

The chart compares Formidable Asset Management, LLC's quarterly JQC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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