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Ashton Thomas Private Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Ashton Thomas Private Wealth’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 		$310K Buy
26,425
+3,700
+16% +$42.5K 0.01% 968
2026
Q1 		$255K Buy
22,725
+5,200
+30% +$60.5K 0.01% 948
2025
Q4 		$204K Buy
17,525
+4,025
+30% +$46.3K 0.01% 961
2025
Q3 		$154K Buy
+13,500
New +$148K ﹤0.01% 943
2024
Q3 		– Sell
-4,025
Closed -$46.1K – 1387
2024
Q2 		$46.1K Buy
+4,025
New +$44.1K ﹤0.01% 938

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

Ashton Thomas Private Wealth's NEA Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 16% in Q2 2026, buying an estimated $42.5K and bringing the position to 26,425 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #968.

Ashton Thomas Private Wealth first reported a position in NEA in Q2 2024 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Ashton Thomas Private Wealth held 26,425 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $310K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 3,700 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $42.5K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #968 holding.
  • Ashton Thomas Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and has held it in 5 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.