Carson Wealth (CWM LLC)’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$536K	Sell	25,322 -318	-1%	-$6.84K	﹤0.01%	1965
2025 Q4	$554K	Sell	25,640 -6,253	-20%	-$135K	﹤0.01%	1857
2025 Q3	$694K	Buy	31,893 +233	+0.7%	+$5.04K	﹤0.01%	1613
2025 Q2	$687K	Buy	31,660 +28,526	+910%	+$603K	﹤0.01%	1449
2025 Q1	$66K	Buy	3,134 +1,459	+87%	+$31.1K	﹤0.01%	2742
2024 Q4	$35K	Buy	1,675 +1,633	+3,888%	+$34.9K	﹤0.01%	3059
2024 Q3	$1K	Hold	42	–	–	﹤0.01%	4652
2024 Q2	$1K	Hold	42	–	–	﹤0.01%	4437
2024 Q1	$1K	Hold	42	–	–	﹤0.01%	4175
2023 Q4	$1K	Buy	+42	New	+$851	﹤0.01%	3995

Other funds holding NUHY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) reduced its Nuveen ESG High Yield Corporate Bond ETF (NUHY) stake by 1.2% in Q1 2026, selling an estimated $6.84K and leaving 25,322 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Carson Wealth (CWM LLC) first reported a position in NUHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $694K in Q3 2025. 59 funds tracked by Wall St. Rank hold NUHY as of Q1 2026.

Carson Wealth (CWM LLC) held 25,322 shares of Nuveen ESG High Yield Corporate Bond ETF worth $536K as of Q1 2026.
Carson Wealth (CWM LLC) sold 318 Nuveen ESG High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.84K.
Nuveen ESG High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1965 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Nuveen ESG High Yield Corporate Bond ETF position peaked at $694K in Q3 2025.
59 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q1 2026.

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