Carson Wealth (CWM LLC)
NXR

Carson Wealth (CWM LLC)’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Hold
47
– – ﹤0.01% 2908
2021
Q1 		$1K Hold
47
– – ﹤0.01% 2907
2020
Q4 		$1K Hold
47
– – ﹤0.01% 2906
2020
Q3 		$1K Hold
47
– – ﹤0.01% 2897
2020
Q2 		$1K Hold
47
– – ﹤0.01% 2896
2020
Q1 		$1K Hold
47
– – ﹤0.01% 2893
2019
Q4 		$1K Hold
47
– – ﹤0.01% 2892
2019
Q3 		$1K Hold
47
– – ﹤0.01% 2891
2019
Q2 		$1K Hold
47
– – ﹤0.01% 2891
2019
Q1 		$1K Buy
+47
New +$686 ﹤0.01% 2887

Other funds holding NXR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NXR Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its NUVEEN ELECT TAX-FREE INC 3 (NXR) position steady in Q2 2021 at 47 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Carson Wealth (CWM LLC) first reported a position in NXR in Q1 2019 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold NXR as of Q2 2021.

  • Carson Wealth (CWM LLC) held 47 shares of NUVEEN ELECT TAX-FREE INC 3 worth $1K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its NUVEEN ELECT TAX-FREE INC 3 share count unchanged in Q2 2021.
  • NUVEEN ELECT TAX-FREE INC 3 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2908 holding.
  • Carson Wealth (CWM LLC) first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q1 2019 and has held it in 10 quarters since.
  • 36 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.