INDEPENDENT FINANCIAL GROUP, LLC
Position in JQC — Nuveen Credit Strategies Income Fund
CIK 275484
SAN DIEGO, CA
Position in JQC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,150,415
-$319,394 QoQ
Shares Held
236,711
-21.6% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
of 25 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. JQC ranks #33 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in JQC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,415 | 236,711 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,469,809 | 301,809 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,816,512 | 361,855 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,072,095 | 393,187 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,144,222 | 397,815 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,126,983 | 395,350 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,156,885 | 379,066 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,172,321 | 375,185 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,117,302 | 381,496 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,880,064 | 337,534 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,710,933 | 327,765 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,529,025 | 302,179 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,075,655 | 213,001 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $653,788 | 127,943 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $281,365 | 55,278 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $265,163 | 51,891 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $125,793 | 24,191 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $149,500 | 24,191 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $168,357 | 25,941 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $385,996 | 58,841 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $356,676 | 52,841 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $289,516 | 44,541 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $281,944 | 44,541 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $192,908 | 32,641 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $115,889 | 20,439 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||