Carson Wealth (CWM LLC)
NUSA icon

Carson Wealth (CWM LLC)’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUSA Stock Details NUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.1K Hold
863
– – ﹤0.01% 4414
2025
Q4 		$20K Hold
863
– – ﹤0.01% 4175
2025
Q3 		$20K Buy
+863
New +$20.2K ﹤0.01% 4128

Other funds holding NUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) position steady in Q1 2026 at 863 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4414.

Carson Wealth (CWM LLC) first reported a position in NUSA in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 863 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $20.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen ESG 1-5 Year US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4414 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

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