Carson Wealth (CWM LLC)
NMS icon

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

Carson Wealth (CWM LLC)’s Portfolio NMS Stock Details NMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-573
Closed -$6K – 4814
2024
Q1 		$6K Hold
573
– – ﹤0.01% 3593
2023
Q4 		$6K Hold
573
– – ﹤0.01% 3445
2023
Q3 		$6K Sell
573
-104
-15% -$1.11K ﹤0.01% 3386
2023
Q2 		$8K Hold
677
– – ﹤0.01% 3219
2023
Q1 		$8K Hold
677
– – ﹤0.01% 3087
2022
Q4 		$8K Hold
677
– – ﹤0.01% 2943
2022
Q3 		$8K Hold
677
– – ﹤0.01% 2831
2022
Q2 		$10K Buy
+677
New +$10.1K ﹤0.01% 2591

Other funds holding NMS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NMS Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q2 2024, closing a stake of 573 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in NMS in Q2 2022 and held it in 8 quarters. The position peaked at $10K in Q2 2022. 16 funds tracked by Wall St. Rank hold NMS as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 573 Nuveen Minnesota Quality Municipal Income Fund shares in Q2 2024, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Minnesota Quality Municipal Income Fund position peaked at $10K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.