Carson Wealth (CWM LLC)’s NUVEEN SENIOR INCM FD NSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-56	Closed	–	–	4668
2023 Q2	$0	Buy	+56	New	+$255	﹤0.01%	4568
2023 Q1	–	Sell	-8	Closed	–	–	4449
2022 Q4	$0	Hold	8	–	–	﹤0.01%	4357
2022 Q3	$0	Hold	8	–	–	﹤0.01%	4288
2022 Q2	$0	Buy	+8	New	+$41	﹤0.01%	4189
2019 Q1	–	Sell	-66,803	Closed	-$367K	–	3347
2018 Q4	$367K	Buy	+66,803	New	+$393K	0.01%	491

Other funds holding NSL

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NSL Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 56 shares.

Carson Wealth (CWM LLC) first reported a position in NSL in Q4 2018 and held it in 5 quarters. The position peaked at $367K in Q4 2018. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 56 NUVEEN SENIOR INCM FD shares in Q3 2023.
Carson Wealth (CWM LLC) first reported a position in NUVEEN SENIOR INCM FD in Q4 2018 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s NUVEEN SENIOR INCM FD position peaked at $367K in Q4 2018.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.