Meridian Wealth Management, LLC
Position in JQC — Nuveen Credit Strategies Income Fund
CIK 1697300
LEXINGTON, KY
Position in JQC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$283,672
-$5,886 QoQ
Shares Held
58,249
+1.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JQC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. JQC ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in JQC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||