Carson Wealth (CWM LLC)
NAC icon

Carson Wealth (CWM LLC)’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.1K Hold
1,983
– – ﹤0.01% 4319
2025
Q4 		$23K Hold
1,983
– – ﹤0.01% 4091
2025
Q3 		$23K Sell
1,983
-8,078
-80% -$90.7K ﹤0.01% 4039
2025
Q2 		$112K Hold
10,061
– – ﹤0.01% 2610
2025
Q1 		$113K Sell
10,061
-839
-8% -$9.53K ﹤0.01% 2340
2024
Q4 		$123K Buy
10,900
+3,882
+55% +$44.9K ﹤0.01% 2152
2024
Q3 		$83K Buy
7,018
+5,035
+254% +$59K ﹤0.01% 2318
2024
Q2 		$23K Hold
1,983
– – ﹤0.01% 3023
2024
Q1 		$22K Hold
1,983
– – ﹤0.01% 2834
2023
Q4 		$22K Hold
1,983
– – ﹤0.01% 2722
2023
Q3 		$19K Hold
1,983
– – ﹤0.01% 2717
2023
Q2 		$22K Hold
1,983
– – ﹤0.01% 2583
2023
Q1 		$22K Hold
1,983
– – ﹤0.01% 2439
2022
Q4 		$22K Sell
1,983
-4,169
-68% -$45.2K ﹤0.01% 2302
2022
Q3 		$67K Hold
6,152
– – ﹤0.01% 1524
2022
Q2 		$76K Hold
6,152
– – ﹤0.01% 1430
2022
Q1 		$81K Buy
6,152
+916
+17% +$12.8K ﹤0.01% 1409
2021
Q4 		$82K Buy
+5,236
New +$80.8K ﹤0.01% 1385
2021
Q2 		$66K Hold
4,169
– – ﹤0.01% 1290
2021
Q1 		$66K Hold
4,169
– – ﹤0.01% 1290
2020
Q4 		$66K Hold
4,169
– – ﹤0.01% 1290
2020
Q3 		$66K Hold
4,169
– – ﹤0.01% 1289
2020
Q2 		$66K Hold
4,169
– – ﹤0.01% 1289
2020
Q1 		$66K Hold
4,169
– – ﹤0.01% 1289
2019
Q4 		$66K Hold
4,169
– – ﹤0.01% 1289
2019
Q3 		$66K Hold
4,169
– – ﹤0.01% 1289
2019
Q2 		$66K Hold
4,169
– – ﹤0.01% 1289
2019
Q1 		$66K Buy
+4,169
New +$55.5K ﹤0.01% 1289
2016
Q4 		– Sell
-10,243
Closed -$168K – 1148
2016
Q3 		$168K Buy
+10,243
New +$171K 0.01% 279

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q1 2026 at 1,983 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4319.

Carson Wealth (CWM LLC) first reported a position in NAC in Q3 2016 and has held it in 29 quarters since. The position peaked at $168K in Q3 2016. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,983 shares of Nuveen California Quality Municipal Income Fund worth $23.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen California Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4319 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2016 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen California Quality Municipal Income Fund position peaked at $168K in Q3 2016.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

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