Carson Wealth (CWM LLC)
NAD icon

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

Carson Wealth (CWM LLC)’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
32,135
-480
-1% -$5.77K ﹤0.01% 2247
2025
Q4 		$392K Buy
32,615
+26,615
+444% +$318K ﹤0.01% 2073
2025
Q3 		$70K Hold
6,000
– – ﹤0.01% 3247
2025
Q2 		$68K Buy
6,000
+147
+3% +$1.65K ﹤0.01% 3027
2025
Q1 		$67K Sell
5,853
-1,143
-16% -$13.4K ﹤0.01% 2731
2024
Q4 		$82K Buy
6,996
+1,300
+23% +$15.6K ﹤0.01% 2419
2024
Q3 		$71K Sell
5,696
-18,962
-77% -$228K ﹤0.01% 2426
2024
Q2 		$289K Sell
24,658
-182
-0.7% -$2.05K ﹤0.01% 1412
2024
Q1 		$285K Buy
24,840
+19,679
+381% +$222K ﹤0.01% 1358
2023
Q4 		$59K Buy
5,161
+133
+3% +$1.4K ﹤0.01% 2068
2023
Q3 		$51K Sell
5,028
-502
-9% -$5.46K ﹤0.01% 2044
2023
Q2 		$62K Buy
5,530
+513
+10% +$5.78K ﹤0.01% 1843
2023
Q1 		$58K Buy
5,017
+228
+5% +$2.64K ﹤0.01% 1779
2022
Q4 		$57K Sell
4,789
-9,182
-66% -$103K ﹤0.01% 1663
2022
Q3 		$154K Buy
13,971
+3,280
+31% +$40.9K ﹤0.01% 1152
2022
Q2 		$133K Buy
10,691
+6,752
+171% +$85.4K ﹤0.01% 1200
2022
Q1 		$53K Sell
3,939
-3,364
-46% -$48.3K ﹤0.01% 1588
2021
Q4 		$118K Buy
+7,303
New +$114K ﹤0.01% 1231
2021
Q2 		$83K Hold
5,184
– – ﹤0.01% 1200
2021
Q1 		$83K Hold
5,184
– – ﹤0.01% 1200
2020
Q4 		$83K Hold
5,184
– – ﹤0.01% 1200
2020
Q3 		$83K Hold
5,184
– – ﹤0.01% 1200
2020
Q2 		$83K Hold
5,184
– – ﹤0.01% 1200
2020
Q1 		$83K Hold
5,184
– – ﹤0.01% 1200
2019
Q4 		$83K Hold
5,184
– – ﹤0.01% 1200
2019
Q3 		$83K Hold
5,184
– – ﹤0.01% 1200
2019
Q2 		$83K Hold
5,184
– – ﹤0.01% 1200
2019
Q1 		$83K Sell
5,184
-18,995
-79% -$251K ﹤0.01% 1200
2018
Q4 		$303K Buy
24,179
+22,605
+1,436% +$283K 0.01% 522
2018
Q3 		$20K Buy
+1,574
New +$20.7K ﹤0.01% 953

Other funds holding NAD

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 1.5% in Q1 2026, selling an estimated $5.77K and leaving 32,135 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Carson Wealth (CWM LLC) first reported a position in NAD in Q3 2018 and has held it in 30 quarters since. The position peaked at $392K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32,135 shares of Nuveen Quality Municipal Income Fund worth $370K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 480 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $5.77K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2247 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Quality Municipal Income Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Quality Municipal Income Fund position peaked at $392K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

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