Aviance Capital Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Aviance Capital Partners’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	$867K	Sell	73,808 -800	-1%	-$9.19K	0.09%	190
2026 Q1	$838K	Sell	74,608 -8,290	-10%	-$96.4K	0.1%	173
2025 Q4	$964K	Buy	82,898 +59,069	+248%	+$680K	0.11%	163
2025 Q3	$271K	Buy	+23,829	New	+$262K	0.03%	308
2023 Q2	–	Sell	-10,580	Closed	-$118K	–	271
2023 Q1	$118K	Hold	10,580	–	–	0.03%	260
2022 Q4	$120K	Hold	10,580	–	–	0.03%	275
2022 Q3	$112K	Hold	10,580	–	–	0.03%	256
2022 Q2	$124K	Sell	10,580 -1,458	-12%	-$17.8K	0.03%	259
2022 Q1	$158K	Sell	12,038 -699	-5%	-$9.74K	0.03%	250
2021 Q4	$199K	Hold	12,737	–	–	0.03%	247
2021 Q3	$193K	Sell	12,737 -30,738	-71%	-$486K	0.03%	246
2021 Q2	$683K	Buy	43,475 +9,570	+28%	+$146K	0.12%	173
2021 Q1	$502K	Buy	+33,905	New	+$502K	0.1%	199

Other funds holding NEA

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aviance Capital Partners's NEA Position: Q2 2026 in Review

Aviance Capital Partners reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.1% in Q2 2026, selling an estimated $9.19K and leaving 73,808 shares worth $867K. The position accounts for 0.09% of the portfolio, ranked #190.

Aviance Capital Partners first reported a position in NEA in Q1 2021 and has held it in 13 quarters since. The position peaked at $964K in Q4 2025. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Aviance Capital Partners held 73,808 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $867K as of Q2 2026.
Aviance Capital Partners sold 800 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $9.19K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.09% of Aviance Capital Partners's portfolio in Q2 2026, its #190 holding.
Aviance Capital Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 13 quarters since.
Aviance Capital Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $964K in Q4 2025.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.