Carson Wealth (CWM LLC)
NZF icon

Carson Wealth (CWM LLC)’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NZF Stock Details NZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.77K Sell
802
-3
-0.4% -$38 ﹤0.01% 4782
2025
Q4 		$10K Buy
805
+9
+1% +$113 ﹤0.01% 4552
2025
Q3 		$10K Hold
796
– – ﹤0.01% 4484
2025
Q2 		$9K Hold
796
– – ﹤0.01% 4362
2025
Q1 		$10K Hold
796
– – ﹤0.01% 4114
2024
Q4 		$10K Hold
796
– – ﹤0.01% 3885
2024
Q3 		$10K Sell
796
-7,874
-91% -$99.9K ﹤0.01% 3795
2024
Q2 		$107K Hold
8,670
– – ﹤0.01% 1934
2024
Q1 		$106K Hold
8,670
– – ﹤0.01% 1849
2023
Q4 		$102K Hold
8,670
– – ﹤0.01% 1760
2023
Q3 		$90K Buy
8,670
+4,363
+101% +$49.4K ﹤0.01% 1704
2023
Q2 		$50K Buy
4,307
+77
+2% +$893 ﹤0.01% 1989
2023
Q1 		$51K Buy
4,230
+3
+0.1% +$36 ﹤0.01% 1864
2022
Q4 		$51K Sell
4,227
-58
-1% -$671 ﹤0.01% 1723
2022
Q3 		$49K Buy
4,285
+58
+1% +$748 ﹤0.01% 1665
2022
Q2 		$53K Buy
4,227
+3,434
+433% +$44.7K ﹤0.01% 1607
2022
Q1 		$12K Hold
793
– – ﹤0.01% 2382
2021
Q4 		$14K Buy
+793
New +$13.4K ﹤0.01% 2172
2021
Q2 		$14K Hold
793
– – ﹤0.01% 1959
2021
Q1 		$14K Hold
793
– – ﹤0.01% 1959
2020
Q4 		$14K Hold
793
– – ﹤0.01% 1959
2020
Q3 		$14K Hold
793
– – ﹤0.01% 1959
2020
Q2 		$14K Hold
793
– – ﹤0.01% 1959
2020
Q1 		$14K Hold
793
– – ﹤0.01% 1959
2019
Q4 		$14K Hold
793
– – ﹤0.01% 1959
2019
Q3 		$14K Hold
793
– – ﹤0.01% 1959
2019
Q2 		$14K Hold
793
– – ﹤0.01% 1959
2019
Q1 		$14K Sell
793
-14,796
-95% -$213K ﹤0.01% 1958
2018
Q4 		$209K Buy
+15,589
New +$211K 0.01% 592

Other funds holding NZF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 0.37% in Q1 2026, selling an estimated $38 and leaving 802 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Carson Wealth (CWM LLC) first reported a position in NZF in Q4 2018 and has held it in 29 quarters since. The position peaked at $209K in Q4 2018. 232 funds tracked by Wall St. Rank hold NZF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 802 shares of Nuveen Municipal Credit Income Fund worth $9.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3 Nuveen Municipal Credit Income Fund shares in Q1 2026, an estimated $38.
  • Nuveen Municipal Credit Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4782 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Municipal Credit Income Fund in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Municipal Credit Income Fund position peaked at $209K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2026.

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