Altus Wealth Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Altus Wealth Group’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	$630K	Hold	53,685	–	–	0.23%	80
2026 Q1	$603K	Hold	53,685	–	–	0.25%	73
2025 Q4	$624K	Hold	53,685	–	–	0.25%	75
2025 Q3	$611K	Hold	53,685	–	–	0.25%	75
2025 Q2	$586K	Hold	53,685	–	–	0.26%	75
2025 Q1	$601K	Sell	53,685 -3	-0%	-$34	0.28%	70
2024 Q4	$606K	Sell	53,688 -1,934	-3%	-$22.5K	0.27%	78
2024 Q3	$666K	Sell	55,622 -8,519	-13%	-$99K	0.28%	77
2024 Q2	$735K	Sell	64,141 -941	-1%	-$10.3K	0.37%	62
2024 Q1	$720K	Sell	65,082 -2,964	-4%	-$32.5K	0.36%	64
2023 Q4	$749K	Sell	68,046 -7,464	-10%	-$76.2K	0.41%	60
2023 Q3	$731K	Sell	75,510 -1,940	-3%	-$20.4K	0.46%	54
2023 Q2	$847K	Hold	77,450	–	–	0.52%	48
2023 Q1	$861K	Sell	77,450 -7,605	-9%	-$84.9K	0.58%	42
2022 Q4	$967K	Sell	85,055 -339	-0.4%	-$3.7K	0.73%	32
2022 Q3	$1.3M	Hold	85,394	–	–	1.29%	17
2022 Q2	$1.3M	Sell	85,394 -3,610	-4%	-$44K	1.29%	17
2022 Q1	$1.17M	Hold	89,004	–	–	0.96%	23
2021 Q4	$1.39M	Buy	89,004 +3,610	+4%	+$54.9K	1.14%	16
2021 Q3	$1.3M	Hold	85,394	–	–	1.29%	17
2021 Q2	$1.34M	Buy	85,394 +1,798	+2%	+$27.4K	1.31%	17
2021 Q1	$1.26M	Hold	83,596	–	–	1.25%	18
2020 Q4	$1.26M	Buy	+83,596	New	+$1.22M	1.21%	16

Other funds holding NEA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Altus Wealth Group's NEA Position: Q2 2026 in Review

Altus Wealth Group held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 53,685 shares worth $630K. The position accounts for 0.23% of the portfolio, ranked #80.

Altus Wealth Group first reported a position in NEA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2021. 121 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Altus Wealth Group held 53,685 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $630K as of Q2 2026.
Altus Wealth Group left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.23% of Altus Wealth Group's portfolio in Q2 2026, its #80 holding.
Altus Wealth Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.39M in Q4 2021.
121 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.