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

Arete 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
2026
Q1 		– Sell
-18,638
Closed -$217K – 588
2025
Q4 		$217K Sell
18,638
-4,152
-18% -$47.8K 0.01% 698
2025
Q3 		$260K Sell
22,790
-799
-3% -$8.79K 0.02% 646
2025
Q2 		$258K Buy
23,589
+4
+0% +$43 0.02% 610
2025
Q1 		$264K Sell
23,585
-421
-2% -$4.79K 0.02% 583
2024
Q4 		$271K Sell
24,006
-6,766
-22% -$78.7K 0.02% 595
2024
Q3 		$368K Sell
30,772
-302,042
-91% -$3.51M 0.03% 467
2024
Q2 		$3.81M Buy
332,814
+1,915
+0.6% +$21K 0.31% 66
2024
Q1 		$3.66M Sell
330,899
-1,936
-0.6% -$21.2K 0.34% 69
2023
Q4 		$3.66M Sell
332,835
-79,258
-19% -$809K 0.28% 75
2023
Q3 		$3.99M Buy
412,093
+24,939
+6% +$262K 0.69% 26
2023
Q2 		$4.23M Buy
387,154
+26,041
+7% +$285K 0.37% 60
2023
Q1 		$4.02M Buy
+361,113
New +$4.03M 0.33% 69
2022
Q4 		– Sell
-328,676
Closed -$3.48M – 683
2022
Q3 		$3.48M Buy
328,676
+248,237
+309% +$2.98M 0.34% 59
2022
Q2 		$945K Sell
80,439
-181,184
-69% -$2.21M 0.1% 157
2022
Q1 		$3.44M Buy
261,623
+122,280
+88% +$1.7M 0.29% 75
2021
Q4 		$2.17M Buy
139,343
+63,103
+83% +$960K 0.18% 104
2021
Q3 		$1.16M Buy
76,240
+1,328
+2% +$21K 0.13% 152
2021
Q2 		$1.15M Buy
74,912
+3,637
+5% +$55.3K 0.16% 125
2021
Q1 		$1.06M Buy
71,275
+3,996
+6% +$59.2K 0.14% 153
2020
Q4 		$1.02M Buy
67,279
+229
+0.3% +$3.34K 0.14% 146
2020
Q3 		$965K Buy
67,050
+4,003
+6% +$57.4K 0.15% 154
2020
Q2 		$876K Sell
63,047
-2,261
-3% -$30.6K 0.15% 156
2020
Q1 		$884K Buy
+65,308
New +$929K 0.17% 131
2019
Q4 		– Sell
-64,386
Closed -$921K – 414
2019
Q3 		$921K Sell
64,386
-157
-0.2% -$2.23K 0.18% 140
2019
Q2 		$891K Sell
64,543
-1,722
-3% -$23.1K 0.17% 146
2019
Q1 		$885K Buy
66,265
+2,749
+4% +$35.7K 0.18% 143
2018
Q4 		$782K Sell
63,516
-1,210
-2% -$14.8K 0.19% 134
2018
Q3 		$819K Sell
64,726
-1,921
-3% -$24.8K 0.18% 135
2018
Q2 		$867K Buy
66,647
+7,855
+13% +$101K 0.21% 126
2018
Q1 		$764K Buy
58,792
+3,226
+6% +$42.5K 0.25% 109
2017
Q4 		$764K Buy
55,566
+5,804
+12% +$79.6K 0.25% 111
2017
Q3 		$689K Buy
49,762
+10,281
+26% +$143K 0.27% 115
2017
Q2 		$540K Sell
39,481
-495
-1% -$6.74K 0.25% 111
2017
Q1 		$534K Sell
39,976
-4,647
-10% -$61.7K 0.23% 96
2016
Q4 		$595K Sell
44,623
-7,362
-14% -$99.5K 0.27% 81
2016
Q3 		$759K Buy
+51,985
New +$774K 0.43% 60

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's NEA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 18,638 shares — an estimated $217K sold.

Arete Wealth Advisors first reported a position in NEA in Q3 2016 and held it in 36 quarters. The position peaked at $4.23M in Q2 2023. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,638 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $217K.
  • Arete Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 36 quarters.
  • Arete Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.23M in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.