Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Buy
35,269
+9,291
+36% +$119K ﹤0.01% 2114
2025
Q4 		$329K Sell
25,978
-46
-0.2% -$577 ﹤0.01% 2199
2025
Q3 		$320K Sell
26,024
-198
-0.8% -$2.35K ﹤0.01% 2077
2025
Q2 		$313K Sell
26,222
-6,779
-21% -$80.3K ﹤0.01% 1837
2025
Q1 		$409K Buy
33,001
+1,485
+5% +$18.6K ﹤0.01% 1535
2024
Q4 		$386K Hold
31,516
– – ﹤0.01% 1485
2024
Q3 		$422K Sell
31,516
-9,296
-23% -$119K ﹤0.01% 1396
2024
Q2 		$509K Buy
40,812
+3,046
+8% +$36.4K ﹤0.01% 1191
2024
Q1 		$459K Buy
37,766
+653
+2% +$7.76K ﹤0.01% 1174
2023
Q4 		$439K Buy
37,113
+7,390
+25% +$80.3K ﹤0.01% 1108
2023
Q3 		$306K Buy
29,723
+5,114
+21% +$57.6K ﹤0.01% 1149
2023
Q2 		$288K Sell
24,609
-15,465
-39% -$180K ﹤0.01% 1123
2023
Q1 		$472K Sell
40,074
-7,154
-15% -$85.9K ﹤0.01% 907
2022
Q4 		$573K Sell
47,228
-6,854
-13% -$80.5K ﹤0.01% 764
2022
Q3 		$631K Buy
54,082
+300
+0.6% +$4.09K 0.01% 688
2022
Q2 		$705K Buy
53,782
+7,344
+16% +$99.5K 0.01% 656
2022
Q1 		$687K Sell
46,438
-7,356
-14% -$116K ﹤0.01% 647
2021
Q4 		$965K Buy
+53,794
New +$938K 0.01% 579
2021
Q2 		$893K Hold
49,986
– – 0.01% 581
2021
Q1 		$893K Hold
49,986
– – 0.01% 581
2020
Q4 		$893K Hold
49,986
– – 0.01% 581
2020
Q3 		$893K Hold
49,986
– – 0.01% 581
2020
Q2 		$893K Hold
49,986
– – 0.01% 581
2020
Q1 		$893K Hold
49,986
– – 0.01% 581
2019
Q4 		$893K Hold
49,986
– – 0.01% 581
2019
Q3 		$893K Hold
49,986
– – 0.01% 581
2019
Q2 		$893K Hold
49,986
– – 0.01% 581
2019
Q1 		$893K Sell
49,986
-54,238
-52% -$789K 0.01% 581
2018
Q4 		$1.46M Buy
104,224
+4,697
+5% +$64.5K 0.04% 322
2018
Q3 		$1.45M Sell
99,527
-121
-0.1% -$1.79K 0.04% 281
2018
Q2 		$1.45M Sell
99,648
-816
-0.8% -$12K 0.05% 242
2018
Q1 		$1.46M Buy
100,464
+16,065
+19% +$237K 0.06% 203
2017
Q4 		$1.3M Buy
84,399
+37,186
+79% +$573K 0.06% 213
2017
Q3 		$727K Buy
+47,213
New +$730K 0.03% 225

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 36% in Q1 2026, buying an estimated $119K and bringing the position to 35,269 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Carson Wealth (CWM LLC) first reported a position in NVG in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.46M in Q1 2018. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,269 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $435K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,291 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $119K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2114 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.46M in Q1 2018.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

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