Meridian Wealth Management, LLC
Position in JQC — Nuveen Credit Strategies Income Fund
CIK 1697300
LEXINGTON, KY
Position in JQC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$306,019
+$22,347 QoQ
Shares Held
62,967
+8.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 171 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JQC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. JQC ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in JQC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,019 | 62,967 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $283,672 | 58,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $289,558 | 57,681 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $295,747 | 56,119 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $311,337 | 57,762 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $306,208 | 56,916 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $256,397 | 45,061 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $255,784 | 44,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $187,112 | 33,714 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $120,613 | 23,106 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $115,772 | 22,880 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $123,184 | 24,393 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $129,078 | 25,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $125,829 | 24,721 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $123,799 | 24,227 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $123,702 | 23,789 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $172,885 | 27,975 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $182,479 | 28,117 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $204,560 | 31,183 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $205,996 | 30,518 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $195,858 | 30,132 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $179,208 | 28,311 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $138,749 | 23,477 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $67,510 | 11,560 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||