Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Preferred and Income ETF NPFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NPFI Stock Details NPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71K Buy
2,733
+63
+2% +$1.64K ﹤0.01% 3003
2025
Q1 		$69K Buy
2,670
+81
+3% +$2.09K ﹤0.01% 2717
2024
Q4 		$66K Buy
+2,589
New +$66K ﹤0.01% 2590