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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$512K	Hold	42,882	–	–	﹤0.01%	2006
2025 Q4	$510K	Hold	42,882	–	–	﹤0.01%	1907
2025 Q3	$515K	Hold	42,882	–	–	﹤0.01%	1781
2025 Q2	$481K	Sell	42,882 -283	-0.7%	-$3.15K	﹤0.01%	1615
2025 Q1	$484K	Buy	43,165 +283	+0.7%	+$3.24K	﹤0.01%	1455
2024 Q4	$479K	Buy	+42,882	New	+$511K	﹤0.01%	1392
2023 Q3	–	Sell	-2,500	Closed	-$28K	–	4423
2023 Q2	$28K	Hold	2,500	–	–	﹤0.01%	2411
2023 Q1	$29K	Buy	+2,500	New	+$28.6K	﹤0.01%	2247

Other funds holding NQP

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

RCM

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen Pennsylvania Quality Municipal Income Fund (NQP) position steady in Q1 2026 at 42,882 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Carson Wealth (CWM LLC) first reported a position in NQP in Q1 2023 and has held it in 8 quarters since. The position peaked at $515K in Q3 2025. 68 funds tracked by Wall St. Rank hold NQP as of Q1 2026.

Carson Wealth (CWM LLC) held 42,882 shares of Nuveen Pennsylvania Quality Municipal Income Fund worth $512K as of Q1 2026.
Carson Wealth (CWM LLC) left its Nuveen Pennsylvania Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen Pennsylvania Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2006 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q1 2023 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $515K in Q3 2025.
68 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q1 2026.

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