Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.2K Buy
3,937
+186
+5% +$2.16K ﹤0.01% 3904
2025
Q4 		$44K Buy
3,751
+458
+14% +$5.27K ﹤0.01% 3697
2025
Q3 		$38K Sell
3,293
-210
-6% -$2.31K ﹤0.01% 3737
2025
Q2 		$38K Sell
3,503
-698
-17% -$7.57K ﹤0.01% 3481
2025
Q1 		$47K Sell
4,201
-327
-7% -$3.72K ﹤0.01% 3038
2024
Q4 		$51K Sell
4,528
-7,959
-64% -$92.6K ﹤0.01% 2786
2024
Q3 		$149K Sell
12,487
-2,313
-16% -$26.9K ﹤0.01% 1937
2024
Q2 		$170K Sell
14,800
-4,494
-23% -$49.2K ﹤0.01% 1672
2024
Q1 		$214K Sell
19,294
-563
-3% -$6.18K ﹤0.01% 1488
2023
Q4 		$218K Buy
19,857
+6,083
+44% +$62.1K ﹤0.01% 1394
2023
Q3 		$133K Buy
13,774
+1,093
+9% +$11.5K ﹤0.01% 1483
2023
Q2 		$139K Sell
12,681
-610
-5% -$6.67K ﹤0.01% 1399
2023
Q1 		$148K Sell
13,291
-458
-3% -$5.11K ﹤0.01% 1325
2022
Q4 		$156K Buy
13,749
+10,437
+315% +$114K ﹤0.01% 1193
2022
Q3 		$35K Buy
3,312
+296
+10% +$3.56K ﹤0.01% 1853
2022
Q2 		$35K Buy
3,016
+1,453
+93% +$17.7K ﹤0.01% 1799
2022
Q1 		$21K Sell
1,563
-115
-7% -$1.6K ﹤0.01% 2058
2021
Q4 		$26K Buy
+1,678
New +$25.5K ﹤0.01% 1851
2021
Q2 		$20K Hold
1,243
– – ﹤0.01% 1796
2021
Q1 		$20K Hold
1,243
– – ﹤0.01% 1796
2020
Q4 		$20K Hold
1,243
– – ﹤0.01% 1796
2020
Q3 		$20K Hold
1,243
– – ﹤0.01% 1796
2020
Q2 		$20K Hold
1,243
– – ﹤0.01% 1795
2020
Q1 		$20K Hold
1,243
– – ﹤0.01% 1795
2019
Q4 		$20K Hold
1,243
– – ﹤0.01% 1795
2019
Q3 		$20K Hold
1,243
– – ﹤0.01% 1795
2019
Q2 		$20K Hold
1,243
– – ﹤0.01% 1795
2019
Q1 		$20K Sell
1,243
-11,386
-90% -$148K ﹤0.01% 1794
2018
Q4 		$155K Buy
12,629
+10,897
+629% +$134K ﹤0.01% 652
2018
Q3 		$22K Hold
1,732
– – ﹤0.01% 932
2018
Q2 		$23K Sell
1,732
-669
-28% -$8.64K ﹤0.01% 807
2018
Q1 		$31K Sell
2,401
-669
-22% -$8.82K ﹤0.01% 640
2017
Q4 		$42K Hold
3,070
– – ﹤0.01% 561
2017
Q3 		$43K Buy
3,070
+1,338
+77% +$18.6K ﹤0.01% 550
2017
Q2 		$24K Hold
1,732
– – ﹤0.01% 609
2017
Q1 		$23K Hold
1,732
– – ﹤0.01% 583
2016
Q4 		$23K Sell
1,732
-1,053
-38% -$14.2K ﹤0.01% 559
2016
Q3 		$41K Sell
2,785
-1,427
-34% -$21.2K ﹤0.01% 441
2016
Q2 		$63K Hold
4,212
– – ﹤0.01% 352
2016
Q1 		$60K Hold
4,212
– – 0.01% 326
2015
Q4 		$58K Sell
4,212
-2,483
-37% -$32.9K 0.01% 305
2015
Q3 		$87K Buy
+6,695
New +$86.4K 0.01% 246

Other funds holding NEA

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 5% in Q1 2026, buying an estimated $2.16K and bringing the position to 3,937 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

Carson Wealth (CWM LLC) first reported a position in NEA in Q3 2015 and has held it in 42 quarters since. The position peaked at $218K in Q4 2023. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,937 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $44.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 186 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $2.16K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3904 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $218K in Q4 2023.
  • 301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

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