Pinnacle Wealth Planning Services, Inc.
Position in JQC — Nuveen Credit Strategies Income Fund
CIK 1726752
MANSFIELD, OH
Position in JQC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$120,834
-$31,809 QoQ
Shares Held
24,812
-18.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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, 2026Pinnacle Wealth Planning Services, Inc. holds $11,089,058 across 151 Asset Management names. JQC ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
19,040 | $1,761,200 | |
| 2 | BLK |
BlackRock, Inc.
|
1,175 | $1,130,009 | |
| 3 | AMP |
Ameriprise Financial Inc
|
855 | $379,962 | |
| 4 | BX |
Blackstone Inc.
|
3,226 | $370,957 | |
| 5 | ARCC |
Ares Capital Corp
|
20,445 | $368,418 | |
| 6 | WT |
WisdomTree, Inc.
|
23,868 | $347,518 | |
| 7 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,345 | $338,958 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
8,862 | $238,653 |
All Filings in JQC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,834 | 24,812 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $152,643 | 30,407 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $147,552 | 25,484 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $170,701 | 30,757 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $167,640 | 30,097 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $146,264 | 28,020 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $139,175 | 27,505 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $123,507 | 24,457 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $124,443 | 24,353 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $127,453 | 25,040 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $131,439 | 25,722 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $127,098 | 24,442 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $135,292 | 21,892 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $93,430 | 14,396 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $90,068 | 13,730 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $71,928 | 10,656 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $49,766 | 7,862 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||