Carson Wealth (CWM LLC)
JFR icon

Carson Wealth (CWM LLC)’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51K Sell
866
-3,824
-82% -$29.3K ﹤0.01% 4940
2025
Q4 		$37K Buy
4,690
+3,469
+284% +$27.4K ﹤0.01% 3817
2025
Q3 		$10K Sell
1,221
-184
-13% -$1.55K ﹤0.01% 4478
2025
Q2 		$12K Sell
1,405
-477
-25% -$3.9K ﹤0.01% 4208
2025
Q1 		$16K Hold
1,882
– – ﹤0.01% 3832
2024
Q4 		$17K Hold
1,882
– – ﹤0.01% 3542
2024
Q3 		$17K Buy
1,882
+332
+21% +$2.92K ﹤0.01% 3463
2024
Q2 		$13K Hold
1,550
– – ﹤0.01% 3391
2024
Q1 		$14K Sell
1,550
-2,415
-61% -$20.5K ﹤0.01% 3135
2023
Q4 		$33K Sell
3,965
-13,592
-77% -$109K ﹤0.01% 2444
2023
Q3 		$144K Buy
17,557
+16,007
+1,033% +$129K ﹤0.01% 1445
2023
Q2 		$12K Buy
+1,550
New +$12.5K ﹤0.01% 2982

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JFR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Nuveen Floating Rate Income Fund (JFR) stake by 82% in Q1 2026, selling an estimated $29.3K and leaving 866 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4940.

Carson Wealth (CWM LLC) first reported a position in JFR in Q2 2023 and has held it in 12 quarters since. The position peaked at $144K in Q3 2023. 185 funds tracked by Wall St. Rank hold JFR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 866 shares of Nuveen Floating Rate Income Fund worth $6.51K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,824 Nuveen Floating Rate Income Fund shares in Q1 2026, an estimated $29.3K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4940 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Floating Rate Income Fund in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Floating Rate Income Fund position peaked at $144K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.