Carson Wealth (CWM LLC)
NPFI icon

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

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BWM
Buckley Wealth Management Las Vegas, Nevada $404M AUM 34.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NPFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen Preferred and Income ETF (NPFI) stake by 25% in Q1 2026, buying an estimated $432K and bringing the position to 83,628 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #1165.

Carson Wealth (CWM LLC) first reported a position in NPFI in Q4 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold NPFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,628 shares of Nuveen Preferred and Income ETF worth $2.15M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,511 Nuveen Preferred and Income ETF shares in Q1 2026, an estimated $432K.
  • Nuveen Preferred and Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1165 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Preferred and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.