Carson Wealth (CWM LLC)

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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	83,628 +16,511	+25%	+$432K	0.01%	1165
2025 Q4	$1.76M	Buy	67,117 +29,563	+79%	+$778K	﹤0.01%	1203
2025 Q3	$995K	Buy	37,554 +34,821	+1,274%	+$911K	﹤0.01%	1412
2025 Q2	$71K	Buy	2,733 +63	+2%	+$1.61K	﹤0.01%	3005
2025 Q1	$69K	Buy	2,670 +81	+3%	+$2.08K	﹤0.01%	2719
2024 Q4	$66K	Buy	+2,589	New	+$67K	﹤0.01%	2592

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Buckley Wealth Management Las Vegas, Nevada $392M AUM 28.21% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return