Atria Wealth Solutions’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-16,679	Closed	-$187K	–	1747
2025 Q1	$187K	Sell	16,679 -38,804	-70%	-$442K	﹤0.01%	1733
2024 Q4	$626K	Sell	55,483 -170,005	-75%	-$1.98M	0.01%	1147
2024 Q3	$2.71M	Buy	225,488 +207,118	+1,127%	+$2.41M	0.03%	524
2024 Q2	$211K	Sell	18,370 -169	-0.9%	-$1.85K	﹤0.01%	1738
2024 Q1	$206K	Buy	18,539 +631	+4%	+$6.92K	﹤0.01%	1818
2023 Q4	$197K	Sell	17,908 -119	-0.7%	-$1.22K	﹤0.01%	1785
2023 Q3	$175K	Sell	18,027 -3,002	-14%	-$31.5K	﹤0.01%	1730
2023 Q2	$231K	Buy	+21,029	New	+$230K	﹤0.01%	1607

Other funds holding NEA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's NEA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 16,679 shares — an estimated $187K sold.

Atria Wealth Solutions first reported a position in NEA in Q2 2023 and held it in 8 quarters. The position peaked at $2.71M in Q3 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Atria Wealth Solutions reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,679 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $187K.
Atria Wealth Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.71M in Q3 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.