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Arkos Global Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Arkos Global 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 		$58K Buy
+5,190
New +$60.4K 0.01% 176
2025
Q4 		– Sell
-37,733
Closed -$430K – 155
2025
Q3 		$430K Sell
37,733
-17,106
-31% -$188K 0.05% 102
2025
Q2 		$599K Sell
54,839
-3,885
-7% -$42.1K 0.08% 59
2025
Q1 		$658K Sell
58,724
-9,127
-13% -$104K 0.1% 57
2024
Q4 		$765K Sell
67,851
-8,042
-11% -$93.5K 0.11% 51
2024
Q3 		$908K Hold
75,893
– – 0.13% 47
2024
Q2 		$870K Hold
75,893
– – 0.14% 45
2024
Q1 		$840K Hold
75,893
– – 0.14% 48
2023
Q4 		$835K Buy
75,893
+47,136
+164% +$481K 0.15% 38
2023
Q3 		$278K Buy
+28,757
New +$302K 0.06% 79

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $501B 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 $564B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return