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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

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

Avior Wealth Management's NEA Position: Q2 2026 in Review

Avior Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 4.2% in Q2 2026, buying an estimated $48.8K and bringing the position to 106,073 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #324.

Avior Wealth Management first reported a position in NEA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.97M in Q3 2022. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Avior Wealth Management held 106,073 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.25M as of Q2 2026.
  • Avior Wealth Management bought 4,250 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $48.8K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Avior Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Avior Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.97M in Q3 2022.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.