Carson Wealth (CWM LLC)
JGH icon

Carson Wealth (CWM LLC)’s Nuveen Global High Income Fund JGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92K Hold
321
– – ﹤0.01% 5107
2025
Q4 		$4K Hold
321
– – ﹤0.01% 4894
2025
Q3 		$4K Sell
321
-45
-12% -$600 ﹤0.01% 4821
2025
Q2 		$5K Hold
366
– – ﹤0.01% 4621
2025
Q1 		$5K Hold
366
– – ﹤0.01% 4459
2024
Q4 		$5K Hold
366
– – ﹤0.01% 4212
2024
Q3 		$5K Buy
366
+45
+14% +$578 ﹤0.01% 4105
2024
Q2 		$4K Buy
+321
New +$4.07K ﹤0.01% 3968
2023
Q3 		– Sell
-49
Closed -$1K – 4340
2023
Q2 		$1K Buy
+49
New +$540 ﹤0.01% 3984
2023
Q1 		– Sell
-30
Closed – – 4196
2022
Q4 		$0 Hold
30
– – ﹤0.01% 4107
2022
Q3 		$0 Hold
30
– – ﹤0.01% 4048
2022
Q2 		$0 Buy
+30
New +$381 ﹤0.01% 3944
2022
Q1 		– Sell
-17
Closed – – 3685
2021
Q4 		$0 Buy
+17
New +$269 ﹤0.01% 3566
2021
Q2 		$1K Hold
52
– – ﹤0.01% 2810
2021
Q1 		$1K Hold
52
– – ﹤0.01% 2810
2020
Q4 		$1K Hold
52
– – ﹤0.01% 2810
2020
Q3 		$1K Hold
52
– – ﹤0.01% 2809
2020
Q2 		$1K Hold
52
– – ﹤0.01% 2809
2020
Q1 		$1K Hold
52
– – ﹤0.01% 2808
2019
Q4 		$1K Hold
52
– – ﹤0.01% 2808
2019
Q3 		$1K Hold
52
– – ﹤0.01% 2808
2019
Q2 		$1K Hold
52
– – ﹤0.01% 2808
2019
Q1 		$1K Buy
+52
New +$773 ﹤0.01% 2807
2016
Q4 		– Sell
-430
Closed -$7K – 1139
2016
Q3 		$7K Buy
+430
New +$6.6K ﹤0.01% 774

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen Global High Income Fund (JGH) position steady in Q1 2026 at 321 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #5107.

Carson Wealth (CWM LLC) first reported a position in JGH in Q3 2016 and has held it in 24 quarters since. The position peaked at $7K in Q3 2016. 66 funds tracked by Wall St. Rank hold JGH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 321 shares of Nuveen Global High Income Fund worth $3.92K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen Global High Income Fund share count unchanged in Q1 2026.
  • Nuveen Global High Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5107 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Global High Income Fund in Q3 2016 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Global High Income Fund position peaked at $7K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2026.

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