Apollon Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Apollon Wealth Management’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	$161K	Hold	13,735	–	–	﹤0.01%	1507
2026 Q1	$154K	Hold	13,735	–	–	﹤0.01%	1337
2025 Q4	$160K	Sell	13,735 -2,069	-13%	-$23.8K	﹤0.01%	1247
2025 Q3	$180K	Hold	15,804	–	–	﹤0.01%	1238
2025 Q2	$173K	Hold	15,804	–	–	﹤0.01%	1193
2025 Q1	$177K	Hold	15,804	–	–	﹤0.01%	1113
2024 Q4	$178K	Buy	15,804 +4,803	+44%	+$55.9K	﹤0.01%	1108
2024 Q3	$132K	Hold	11,001	–	–	﹤0.01%	1083
2024 Q2	$126K	Hold	11,001	–	–	﹤0.01%	1041
2024 Q1	$122K	Hold	11,001	–	–	﹤0.01%	1054
2023 Q4	$121K	Buy	+11,001	New	+$112K	﹤0.01%	1029
2023 Q1	–	Sell	-10,574	Closed	-$120K	–	903
2022 Q4	$120K	Sell	10,574 -8,500	-45%	-$92.7K	0.01%	806
2022 Q3	$202K	Sell	19,074 -1,500	-7%	-$18K	0.02%	721
2022 Q2	$242K	Hold	20,574	–	–	0.02%	626
2022 Q1	$270K	Sell	20,574 -3,500	-15%	-$48.8K	0.02%	612
2021 Q4	$376K	Buy	24,074 +1,500	+7%	+$22.8K	0.03%	528
2021 Q3	$343K	Buy	+22,574	New	+$357K	0.05%	323
2021 Q1	–	Sell	-13,923	Closed	-$210K	–	360
2020 Q4	$210K	Buy	+13,923	New	+$203K	0.06%	179

Other funds holding NEA

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Apollon Wealth Management's NEA Position: Q2 2026 in Review

Apollon Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 13,735 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Apollon Wealth Management first reported a position in NEA in Q4 2020 and has held it in 18 quarters since. The position peaked at $376K in Q4 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Apollon Wealth Management held 13,735 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $161K as of Q2 2026.
Apollon Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1507 holding.
Apollon Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 18 quarters since.
Apollon Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $376K in Q4 2021.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.