Stolper Co JQC — NUVEEN CR STRATEGIES INCOME FD

Ownership history in Stolper Co  ·  25 quarters on record

AI Ownership Summary

Stolper Co reported NUVEEN CR STRATEGIES INCOME FD (JQC) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows JQC at 1.16% 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 Stolper Co's position in NUVEEN CR STRATEGIES INCOME FD, 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
2026 Q1

JQC was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Stolper Co fund profile Stolper Co full holdings
How Stolper Co 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,908 -218,724 -89.8% 1.16% $4K 2026-04-13 $4.80
2025 Q4 ADDED — — — 243,632 +5,555 +2.3% 0.36% $1.2M 2026-01-12 $4.93
2025 Q3 REDUCED — — — 238,077 -617 -0.3% 0.38% $1.3M 2025-10-10 $4.81
2025 Q2 ADDED — — — 238,694 +23,091 +10.7% 0.42% $1.3M 2025-07-10 $4.93
2025 Q1 ADDED — — — 215,603 +2,496 +1.2% 0.38% $1.2M 2025-04-08 $4.28
2024 Q4 REDUCED — — — 213,107 -5,360 -2.5% 0.40% $1.2M 2025-01-14 $4.83
2024 Q3 REDUCED — — — 218,467 -4,862 -2.2% 0.41% $1.3M 2024-10-09 $4.76
2024 Q2 ADDED — — — 223,329 +592 +0.3% 0.44% $1.2M 2024-08-08 $4.55
2024 Q1 ADDED — — — 222,737 +8,682 +4.1% 0.45% $1.2M 2024-04-09 $4.37
2023 Q4 REDUCED — — — 214,055 -2,006 -0.9% 0.45% $1.1M 2024-01-12 $4.01
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JQC

As of 2026 Q1 — sorted by position size

Matisse Capital 3Y 7Y 0.65% ABSOLUTE INVESTMENT ADVISERS, LLC 0.65% Castleview Partners, LLC 3Y 7Y 0.38% Future Financial Wealth Managment LLC 3Y 0.29% Traub Capital Management LLC 0.26% Total Wealth Planning & Management, Inc. 0.22% WEALTH EFFECTS LLC 3Y 0.22% DECISION INVESTMENTS, INC 0.11% Encompass More Asset Management 0.09% Centurion Wealth Management LLC 3Y 0.07%

FAQ About Stolper Co and JQC

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

How long has Stolper Co reported owning JQC?

Stolper Co reported JQC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JQC position in Stolper Co's portfolio?

The largest reported portfolio weight for JQC was 1.16% in 2026 Q1.

What is the latest reported JQC position on this page?

The most recent filing on this page is 2026 Q1, when Stolper Co reported 24,908 shares, equal to 1.16% of portfolio, with an estimated market value of $4K.

What does the chart on this JQC ownership page compare?

The chart compares Stolper Co'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 Stolper Co time their JQC position?

Based on 13F filing dates vs. subsequent JQC price moves, Stolper Co correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on JQC relative to SPY over the holding period was -8.2%.

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