Carson Wealth (CWM LLC)
NXP icon

Carson Wealth (CWM LLC)’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3K Hold
1,554
– – ﹤0.01% 4339
2025
Q4 		$22K Hold
1,554
– – ﹤0.01% 4126
2025
Q3 		$22K Hold
1,554
– – ﹤0.01% 4072
2025
Q2 		$22K Hold
1,554
– – ﹤0.01% 3853
2025
Q1 		$22K Hold
1,554
– – ﹤0.01% 3609
2024
Q4 		$24K Hold
1,554
– – ﹤0.01% 3324
2024
Q3 		$23K Hold
1,554
– – ﹤0.01% 3272
2024
Q2 		$23K Sell
1,554
-459
-23% -$6.54K ﹤0.01% 3026
2024
Q1 		$29K Hold
2,013
– – ﹤0.01% 2659
2023
Q4 		$30K Hold
2,013
– – ﹤0.01% 2517
2023
Q3 		$27K Buy
2,013
+459
+30% +$6.53K ﹤0.01% 2480
2023
Q2 		$22K Buy
+1,554
New +$22.4K ﹤0.01% 2584
2022
Q2 		– Sell
-2
Closed – – 4012
2022
Q1 		$0 Hold
2
– – ﹤0.01% 3762
2021
Q4 		$0 Buy
+2
New +$33 ﹤0.01% 3603

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nuveen Select Tax-Free Income Portfolio (NXP) position steady in Q1 2026 at 1,554 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4339.

Carson Wealth (CWM LLC) first reported a position in NXP in Q4 2021 and has held it in 14 quarters since. The position peaked at $30K in Q4 2023. 116 funds tracked by Wall St. Rank hold NXP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,554 shares of Nuveen Select Tax-Free Income Portfolio worth $22.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen Select Tax-Free Income Portfolio share count unchanged in Q1 2026.
  • Nuveen Select Tax-Free Income Portfolio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4339 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2021 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Select Tax-Free Income Portfolio position peaked at $30K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q1 2026.

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