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Acorn Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Acorn Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,040
Closed -$110K – 286
2025
Q2 		$110K Hold
10,040
– – 0.04% 247
2025
Q1 		$112K Hold
10,040
– – 0.05% 229
2024
Q4 		$113K Sell
10,040
-1,051
-9% -$12.2K 0.05% 233
2024
Q3 		$133K Sell
11,091
-165
-1% -$1.92K 0.06% 224
2024
Q2 		$129K Sell
11,256
-631
-5% -$6.91K 0.06% 201
2024
Q1 		$132K Hold
11,887
– – 0.07% 200
2023
Q4 		$131K Buy
11,887
+73
+0.6% +$745 0.08% 184
2023
Q3 		$114K Buy
11,814
+64
+0.5% +$672 0.08% 180
2023
Q2 		$128K Buy
11,750
+61
+0.5% +$667 0.09% 171
2023
Q1 		$130K Buy
11,689
+65
+0.6% +$726 0.1% 166
2022
Q4 		$132K Buy
11,624
+81
+0.7% +$884 0.1% 156
2022
Q3 		$122K Buy
11,543
+81
+0.7% +$973 0.1% 151
2022
Q2 		$135K Buy
11,462
+78
+0.7% +$950 0.11% 158
2022
Q1 		$150K Buy
11,384
+73
+0.6% +$1.02K 0.1% 170
2021
Q4 		$176K Buy
11,311
+68
+0.6% +$1.03K 0.11% 178
2021
Q3 		$171K Buy
11,243
+22
+0.2% +$348 0.12% 169
2021
Q2 		$176K Buy
11,221
+67
+0.6% +$1.02K 0.12% 164
2021
Q1 		$165K Buy
+11,154
New +$165K 0.12% 161
2018
Q3 		– Sell
-8,861
Closed -$115K – 319
2018
Q2 		$115K Hold
8,861
– – 0.1% 159
2018
Q1 		$113K Hold
8,861
– – 0.1% 160
2017
Q4 		$123K Buy
+8,861
New +$122K 0.11% 148

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Acorn Wealth Advisors's NEA Position: Q3 2025 in Review

Acorn Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 10,040 shares — an estimated $110K sold.

Acorn Wealth Advisors first reported a position in NEA in Q4 2017 and held it in 21 quarters. The position peaked at $176K in Q4 2021. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Acorn Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 10,040 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $110K.
  • Acorn Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 21 quarters.
  • Acorn Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $176K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.