AWM
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Avior Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Avior Wealth Management’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 		$1.25M Buy
106,073
+4,250
+4% +$48.8K 0.03% 324
2026
Q1 		$1.14M Buy
101,823
+2,173
+2% +$25.3K 0.03% 326
2025
Q4 		$1.16M Sell
99,650
-12,542
-11% -$144K 0.04% 285
2025
Q3 		$1.28M Buy
112,192
+6,860
+7% +$75.4K 0.04% 259
2025
Q2 		$1.15M Buy
105,332
+15,555
+17% +$169K 0.04% 269
2025
Q1 		$1.01M Sell
89,777
-13,238
-13% -$151K 0.04% 264
2024
Q4 		$1.16M Buy
103,015
+3,879
+4% +$45.1K 0.04% 258
2024
Q3 		$1.19M Buy
99,136
+7,867
+9% +$91.4K 0.05% 256
2024
Q2 		$1.05M Buy
91,269
+15,301
+20% +$167K 0.05% 263
2024
Q1 		$841K Buy
75,968
+5,117
+7% +$56.2K 0.04% 325
2023
Q4 		$779K Sell
70,851
-6,744
-9% -$68.8K 0.05% 249
2023
Q3 		$751K Sell
77,595
-16,739
-18% -$176K 0.05% 242
2023
Q2 		$1.03M Sell
94,334
-243
-0.3% -$2.66K 0.07% 196
2023
Q1 		$1.05M Sell
94,577
-11,881
-11% -$133K 0.07% 197
2022
Q4 		$1.21M Sell
106,458
-79,724
-43% -$870K 0.09% 164
2022
Q3 		$1.97M Buy
+186,182
New +$2.24M 0.16% 111

Other funds holding NEA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return