Keyes, Stange & Wooten Wealth Management, LLC JQC — NUVEEN CR STRATEGIES INCOME

Ownership history in Keyes, Stange & Wooten Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Keyes, Stange & Wooten Wealth Management, LLC reported NUVEEN CR STRATEGIES INCOME (JQC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows JQC at 0.07% 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.

What this JQC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keyes, Stange & Wooten Wealth Management, LLC's position in NUVEEN CR STRATEGIES INCOME, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

JQC stock page Keyes, Stange & Wooten Wealth Management, LLC fund profile Keyes, Stange & Wooten Wealth Management, LLC full holdings
How Keyes, Stange & Wooten Wealth Management, LLC held JQC — position size vs. price
% of Fund (quarterly)    JQC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 26,820 — 0% 0.07% $141K 2025-11-25 $4.75
2025 Q2 ADDED — — — 26,820 +640 +2.4% 0.08% $145K 2025-08-11 $4.97
2025 Q1 ADDED — — — 26,180 +8,472 +47.8% 0.08% $141K 2025-05-05 $4.71
2024 Q4 INITIATED — — — 17,708 — — 0.06% $101K 2025-02-13 $4.74

🏢 Other funds also holding JQC

As of 2026 Q1 — sorted by position size

OAK HILL ADVISORS LP 3Y 7Y 1.83% Stolper Co 3Y 1.16% Matisse Capital 3Y 7Y 0.65% ABSOLUTE INVESTMENT ADVISERS, LLC 0.65% DCF Advisers, LLC 3Y 0.62% Quarry LP 3Y 0.41% Castleview Partners, LLC 3Y 7Y 0.38% ICON ADVISERS INC/CO 3Y 7Y 0.34% ALEXANDER LABRUNERIE & CO., INC. 0.3% Future Financial Wealth Managment LLC 3Y 0.29%

FAQ About Keyes, Stange & Wooten Wealth 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 Keyes, Stange & Wooten Wealth Management, LLC reported owning JQC?

Keyes, Stange & Wooten Wealth Management, LLC reported JQC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported JQC position in Keyes, Stange & Wooten Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JQC was 0.08% in 2025 Q1.

What is the latest reported JQC position on this page?

The most recent filing on this page is 2025 Q3, when Keyes, Stange & Wooten Wealth Management, LLC reported 26,820 shares, equal to 0.07% of portfolio, with an estimated market value of $141K.

What does the chart on this JQC ownership page compare?

The chart compares Keyes, Stange & Wooten Wealth 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.

How well did Keyes, Stange & Wooten Wealth Management, LLC time their JQC position?

Based on 13F filing dates vs. subsequent JQC price moves, Keyes, Stange & Wooten Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JQC relative to SPY over the holding period was -13.0%.

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