Carson Wealth (CWM LLC)
VFL

Carson Wealth (CWM LLC)’s abrdn National Municipal Income Fund VFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.2K Hold
8,752
– – ﹤0.01% 3389
2025
Q4 		$90K Hold
8,752
– – ﹤0.01% 3152
2025
Q3 		$90K Hold
8,752
– – ﹤0.01% 3069
2025
Q2 		$85K Hold
8,752
– – ﹤0.01% 2862
2025
Q1 		$89K Sell
8,752
-375
-4% -$3.9K ﹤0.01% 2518
2024
Q4 		$92K Buy
9,127
+1,847
+25% +$19.8K ﹤0.01% 2343
2024
Q3 		$81K Hold
7,280
– – ﹤0.01% 2338
2024
Q2 		$77K Hold
7,280
– – ﹤0.01% 2167
2024
Q1 		$75K Hold
7,280
– – ﹤0.01% 2047
2023
Q4 		$74K Sell
7,280
-249
-3% -$2.25K ﹤0.01% 1941
2023
Q3 		$65K Hold
7,529
– – ﹤0.01% 1911
2023
Q2 		$76K Hold
7,529
– – ﹤0.01% 1716
2023
Q1 		$80K Hold
7,529
– – ﹤0.01% 1608
2022
Q4 		$78K Sell
7,529
-769
-9% -$8.41K ﹤0.01% 1499
2022
Q3 		$90K Sell
8,298
-1,289
-13% -$15.4K ﹤0.01% 1386
2022
Q2 		$108K Hold
9,587
– – ﹤0.01% 1290
2022
Q1 		$121K Sell
9,587
-21
-0.2% -$277 ﹤0.01% 1260
2021
Q4 		$136K Buy
+9,608
New +$134K ﹤0.01% 1185
2021
Q2 		$136K Hold
9,608
– – ﹤0.01% 1028
2021
Q1 		$136K Hold
9,608
– – ﹤0.01% 1028
2020
Q4 		$136K Hold
9,608
– – ﹤0.01% 1028
2020
Q3 		$136K Hold
9,608
– – ﹤0.01% 1028
2020
Q2 		$136K Hold
9,608
– – ﹤0.01% 1028
2020
Q1 		$136K Hold
9,608
– – ﹤0.01% 1028
2019
Q4 		$136K Hold
9,608
– – ﹤0.01% 1028
2019
Q3 		$136K Hold
9,608
– – ﹤0.01% 1028
2019
Q2 		$136K Hold
9,608
– – ﹤0.01% 1028
2019
Q1 		$136K Buy
+9,608
New +$119K ﹤0.01% 1028

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

Carson Wealth (CWM LLC) held its abrdn National Municipal Income Fund (VFL) position steady in Q1 2026 at 8,752 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Carson Wealth (CWM LLC) first reported a position in VFL in Q1 2019 and has held it in 28 quarters since. The position peaked at $136K in Q4 2021. 54 funds tracked by Wall St. Rank hold VFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,752 shares of abrdn National Municipal Income Fund worth $87.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its abrdn National Municipal Income Fund share count unchanged in Q1 2026.
  • abrdn National Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3389 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn National Municipal Income Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn National Municipal Income Fund position peaked at $136K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q1 2026.

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