Carson Wealth (CWM LLC)
NRK icon

Carson Wealth (CWM LLC)’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.7K Hold
3,786
– – ﹤0.01% 3985
2025
Q4 		$38K Hold
3,786
– – ﹤0.01% 3803
2025
Q3 		$39K Buy
3,786
+3,496
+1,206% +$33.7K ﹤0.01% 3722
2025
Q2 		$3K Hold
290
– – ﹤0.01% 4794
2025
Q1 		$3K Hold
290
– – ﹤0.01% 4652
2024
Q4 		$3K Hold
290
– – ﹤0.01% 4431
2024
Q3 		$3K Hold
290
– – ﹤0.01% 4300
2024
Q2 		$3K Buy
+290
New +$3.14K ﹤0.01% 4097
2016
Q4 		– Sell
-1,091
Closed -$15K – 1151
2016
Q3 		$15K Sell
1,091
-1,454
-57% -$20.9K ﹤0.01% 605
2016
Q2 		$36K Hold
2,545
– – ﹤0.01% 407
2016
Q1 		$34K Hold
2,545
– – ﹤0.01% 387
2015
Q4 		$33K Hold
2,545
– – ﹤0.01% 356
2015
Q3 		$32K Buy
+2,545
New +$32.1K ﹤0.01% 323

Other funds holding NRK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q1 2026 at 3,786 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Carson Wealth (CWM LLC) first reported a position in NRK in Q3 2015 and has held it in 13 quarters since. The position peaked at $39K in Q3 2025. 99 funds tracked by Wall St. Rank hold NRK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,786 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $38.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3985 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2015 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $39K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2026.

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