Sowell Financial Services LLC

Position in JQC — Nuveen Credit Strategies Income Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in JQC

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,773,878

-$57,849 QoQ

Shares Held

364,246

-0.2% QoQ

Ownership

0.246%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. JQC ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	712,301	$7,194,240
2	LIEN	Chicago Atlantic BDC, Inc.	493,437	$4,608,701
3	BN	BROOKFIELD Corp /ON/	104,600	$4,233,162
4	FLC	Flaherty & Crumrine Total Return Fund Inc	207,722	$3,448,185
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	116,232	$1,800,433
6	JQC	Nuveen Credit Strategies Income Fund This page	364,246	$1,773,878
7	BX	Blackstone Inc.	13,378	$1,538,336
8	UTG	Reaves Utility Income Fund	39,143	$1,537,537

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,773,878	364,246	-0.2%	Shares	Sole	2026-04-20
2025-12-31	$1,831,727	364,886	-1.7%	Shares	Sole	2026-01-21
2025-09-30	$1,955,575	371,077	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$2,010,701	373,043	-6.8%	Shares	Sole	2025-07-14
2025-03-31	$2,153,926	400,358	-0.6%	Shares	Sole	2025-04-17
2024-12-31	$2,290,998	402,636	+3.0%	Shares	Sole	2025-02-07
2024-09-30	$2,262,940	390,836	-3.9%	Shares	Sole	2024-10-04
2024-06-30	$2,256,829	406,636	0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,264,962	406,636	-2.0%	Shares	Sole	2024-05-03
2023-12-31	$2,164,921	414,736	+0.5%	Shares	Sole	2024-01-24
2023-09-30	$2,088,444	412,736	0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,084,316	412,736	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,109,080	412,736	+46.6%	Shares	Sole	2023-05-12
2022-12-31	$1,432,875	281,508	-0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,438,510	281,509	+13.4%	Shares	Sole	2022-11-15
2022-06-30	$1,291,420	248,350	+64.2%	Shares	Sole	2022-08-15
2022-03-31	$934,706	151,247	-38.2%	Shares	Sole	2022-05-13
2021-12-31	$1,588,031	244,689	+0.4%	Shares	Sole	2022-02-09
2021-09-30	$1,599,314	243,798	+0.0%	Shares	Sole	2021-11-04
2021-06-30	$1,645,326	243,752	+4.5%	Shares	Sole	2021-08-05
2021-03-31	$1,516,671	233,334	+151415.6%	Shares	Sole	2021-05-07
2020-12-31	$974	154	+30.5%	Shares	Sole	2021-01-13
2020-09-30	$697	118	0.0%	Shares	Sole	2020-11-12
2020-06-30	$689	118	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.