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Allworth Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Allworth Financial’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
2026
Q2 		$296K Sell
25,239
-1,919
-7% -$22K ﹤0.01% 1263
2026
Q1 		$305K Buy
27,158
+72
+0.3% +$838 ﹤0.01% 1177
2025
Q4 		$315K Buy
27,086
+3,144
+13% +$36.2K ﹤0.01% 1130
2025
Q3 		$273K Sell
23,942
-421
-2% -$4.63K ﹤0.01% 1143
2025
Q2 		$266K Buy
24,363
+17,281
+244% +$187K ﹤0.01% 1069
2025
Q1 		$76.1K Sell
7,082
-309
-4% -$3.52K ﹤0.01% 1366
2024
Q4 		$83.4K Hold
7,391
– – ﹤0.01% 1344
2024
Q3 		$88.5K Hold
7,391
– – ﹤0.01% 1140
2024
Q2 		$83.6K Buy
7,391
+309
+4% +$3.38K ﹤0.01% 1142
2024
Q1 		$78.4K Hold
7,082
– – ﹤0.01% 1108
2023
Q4 		$77.9K Hold
7,082
– – ﹤0.01% 1036
2023
Q3 		$68.6K Sell
7,082
-16,477
-70% -$173K ﹤0.01% 1010
2023
Q2 		$258K Hold
23,559
– – ﹤0.01% 635
2023
Q1 		$262K Hold
23,559
– – ﹤0.01% 597
2022
Q4 		$268K Buy
23,559
+16,819
+250% +$183K ﹤0.01% 577
2022
Q3 		$71K Buy
6,740
+3,701
+122% +$44.5K ﹤0.01% 860
2022
Q2 		$36K Buy
3,039
+1,917
+171% +$23.4K ﹤0.01% 1011
2022
Q1 		$15K Hold
1,122
– – ﹤0.01% 1362
2021
Q4 		$18K Hold
1,122
– – ﹤0.01% 1166
2021
Q3 		$17K Buy
1,122
+935
+500% +$14.8K ﹤0.01% 1089
2021
Q2 		$3K Buy
+187
New +$2.85K ﹤0.01% 1316
2020
Q2 		– Sell
-917
Closed -$12K – 1307
2020
Q1 		$12K Buy
917
+7
+0.8% +$100 ﹤0.01% 665
2019
Q4 		$13K Buy
910
+13
+1% +$185 ﹤0.01% 599
2019
Q3 		$13K Buy
+897
New +$12.7K ﹤0.01% 528
2019
Q2 		– Hold
0
– – – 549
2019
Q1 		– Hold
0
– – – 544

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial's NEA Position: Q2 2026 in Review

Allworth Financial reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 7.1% in Q2 2026, selling an estimated $22K and leaving 25,239 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Allworth Financial first reported a position in NEA in Q3 2019 and has held it in 24 quarters since. The position peaked at $315K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Allworth Financial held 25,239 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $296K as of Q2 2026.
  • Allworth Financial sold 1,919 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $22K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1263 holding.
  • Allworth Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and has held it in 24 quarters since.
  • Allworth Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $315K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.