Carson Wealth (CWM LLC)’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-255	Closed	-$3K	–	5147
2024 Q4	$3K	Hold	255	–	–	﹤0.01%	4429
2024 Q3	$3K	Buy	+255	New	+$2.9K	﹤0.01%	4299
2023 Q2	–	Sell	-2,000	Closed	-$23K	–	4372
2023 Q1	$23K	Buy	+2,000	New	+$23K	﹤0.01%	2407

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NMCO Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q1 2025, closing a stake of 255 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NMCO in Q1 2023 and held it in 3 quarters. The position peaked at $23K in Q1 2023. 60 funds tracked by Wall St. Rank hold NMCO as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 255 Nuveen Municipal Credit Opportunities Fund shares in Q1 2025, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2023 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Nuveen Municipal Credit Opportunities Fund position peaked at $23K in Q1 2023.
60 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.