Avantax Advisory Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Avantax Advisory Services’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	$305K	Sell	27,965 -1,151	-4%	-$12.5K	﹤0.01%	1891
2025 Q1	$326K	Buy	29,116 +2,602	+10%	+$29.6K	﹤0.01%	1778
2024 Q4	$299K	Sell	26,514 -9,268	-26%	-$108K	﹤0.01%	1782
2024 Q3	$428K	Buy	35,782 +15,263	+74%	+$177K	﹤0.01%	1517
2024 Q2	$235K	Buy	20,519 +6,645	+48%	+$72.7K	﹤0.01%	1859
2024 Q1	$154K	Buy	13,874 +1,654	+14%	+$18.2K	﹤0.01%	1568
2023 Q4	$134K	Sell	12,220 -5,658	-32%	-$57.7K	﹤0.01%	1515
2023 Q3	$173K	Buy	17,878 +2,125	+13%	+$22.3K	﹤0.01%	1445
2023 Q2	$172K	Buy	15,753 +4,578	+41%	+$50.1K	﹤0.01%	1418
2023 Q1	$124K	Buy	+11,175	New	+$125K	﹤0.01%	1414
2022 Q4	–	Sell	-16,867	Closed	-$179K	–	1453
2022 Q3	$179K	Buy	+16,867	New	+$203K	﹤0.01%	1234
2022 Q2	–	Sell	-12,491	Closed	-$164K	–	1357
2022 Q1	$164K	Buy	12,491 +29	+0.2%	+$404	﹤0.01%	1214
2021 Q4	$194K	Buy	12,462 +52	+0.4%	+$791	﹤0.01%	1178
2021 Q3	$189K	Buy	12,410 +457	+4%	+$7.22K	﹤0.01%	1119
2021 Q2	$188K	Buy	+11,953	New	+$182K	﹤0.01%	1083
2020 Q4	–	Sell	-31,902	Closed	-$457K	–	1204
2020 Q3	$457K	Buy	+31,902	New	+$458K	0.01%	832

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's NEA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 4% in Q2 2025, selling an estimated $12.5K and leaving 27,965 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Avantax Advisory Services first reported a position in NEA in Q3 2020 and has held it in 16 quarters since. The position peaked at $457K in Q3 2020. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Avantax Advisory Services held 27,965 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $305K as of Q2 2025.
Avantax Advisory Services sold 1,151 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $12.5K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1891 holding.
Avantax Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $457K in Q3 2020.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.