Carson Wealth (CWM LLC)
NXJ

Carson Wealth (CWM LLC)’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-64
Closed -$1K – 5243
2025
Q1 		$1K Buy
+64
New +$772 ﹤0.01% 4957
2024
Q4 		– Sell
-63
Closed -$1K – 5079
2024
Q3 		$1K Buy
+63
New +$797 ﹤0.01% 4654
2019
Q1 		– Sell
-4,987
Closed -$64K – 3182
2018
Q4 		$64K Buy
4,987
+3,230
+184% +$40.9K ﹤0.01% 825
2018
Q3 		$23K Hold
1,757
– – ﹤0.01% 921
2018
Q2 		$23K Hold
1,757
– – ﹤0.01% 808
2018
Q1 		$23K Hold
1,757
– – ﹤0.01% 686
2017
Q4 		$24K Hold
1,757
– – ﹤0.01% 668
2017
Q3 		$24K Hold
1,757
– – ﹤0.01% 667
2017
Q2 		$24K Hold
1,757
– – ﹤0.01% 610
2017
Q1 		$23K Hold
1,757
– – ﹤0.01% 584
2016
Q4 		$23K Sell
1,757
-600
-25% -$8.22K ﹤0.01% 560
2016
Q3 		$35K Hold
2,357
– – ﹤0.01% 478
2016
Q2 		$36K Hold
2,357
– – ﹤0.01% 408
2016
Q1 		$33K Hold
2,357
– – ﹤0.01% 390
2015
Q4 		$32K Hold
2,357
– – ﹤0.01% 358
2015
Q3 		$30K Buy
+2,357
New +$30.2K ﹤0.01% 330

Other funds holding NXJ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NXJ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q2 2025, closing a stake of 64 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in NXJ in Q3 2015 and held it in 16 quarters. The position peaked at $64K in Q4 2018. 70 funds tracked by Wall St. Rank hold NXJ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 64 Nuveen New Jersey Quality Municipal Income Fund shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2015 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen New Jersey Quality Municipal Income Fund position peaked at $64K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.