Carson Wealth (CWM LLC)
NEV

Carson Wealth (CWM LLC)’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$5K Hold
300
– – ﹤0.01% 2399
2021
Q1 		$5K Hold
300
– – ﹤0.01% 2399
2020
Q4 		$5K Hold
300
– – ﹤0.01% 2398
2020
Q3 		$5K Hold
300
– – ﹤0.01% 2397
2020
Q2 		$5K Hold
300
– – ﹤0.01% 2393
2020
Q1 		$5K Hold
300
– – ﹤0.01% 2393
2019
Q4 		$5K Hold
300
– – ﹤0.01% 2393
2019
Q3 		$5K Hold
300
– – ﹤0.01% 2393
2019
Q2 		$5K Hold
300
– – ﹤0.01% 2392
2019
Q1 		$5K Buy
+300
New +$4.1K ﹤0.01% 2391

Other funds holding NEV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEV Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) position steady in Q2 2021 at 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Carson Wealth (CWM LLC) first reported a position in NEV in Q1 2019 and has held it in 10 quarters since. 47 funds tracked by Wall St. Rank hold NEV as of Q2 2021.

  • Carson Wealth (CWM LLC) held 300 shares of NUVEEN ENHANCED MUNICIPAL VALUE FUND worth $5K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its NUVEEN ENHANCED MUNICIPAL VALUE FUND share count unchanged in Q2 2021.
  • NUVEEN ENHANCED MUNICIPAL VALUE FUND made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2399 holding.
  • Carson Wealth (CWM LLC) first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q1 2019 and has held it in 10 quarters since.
  • 47 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.