Advisor Resource Council’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-13,079	Closed	-$146K	–	439
2025 Q1	$146K	Buy	+13,079	New	+$149K	0.01%	562
2024 Q1	–	Sell	-19,393	Closed	-$213K	–	409
2023 Q4	$213K	Buy	+19,393	New	+$198K	0.02%	441
2022 Q3	–	Sell	-26,247	Closed	-$308K	–	368
2022 Q2	$308K	Buy	+26,247	New	+$320K	0.03%	375
2022 Q1	–	Sell	-44,687	Closed	-$697K	–	414
2021 Q4	$697K	Buy	+44,687	New	+$680K	0.05%	282
2021 Q3	–	Sell	-45,473	Closed	-$714K	–	380
2021 Q2	$714K	Buy	+45,473	New	+$692K	0.07%	247

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advisor Resource Council's NEA Position: Q2 2025 in Review

Advisor Resource Council sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 13,079 shares — an estimated $146K sold.

Advisor Resource Council first reported a position in NEA in Q2 2021 and held it in 5 quarters. The position peaked at $714K in Q2 2021. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Advisor Resource Council reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 13,079 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $146K.
Advisor Resource Council first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $714K in Q2 2021.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.