B. Riley Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

B. Riley 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
2022 Q2	$267	Buy	22,686 +6,978	+44%	+$85K	﹤0.01%	567
2022 Q1	$206K	Sell	15,708 -3,500	-18%	-$48.8K	0.02%	552
2021 Q4	$300K	Sell	19,208 -3,229	-14%	-$49.1K	0.02%	479
2021 Q3	$341K	Buy	+22,437	New	+$355K	0.03%	425
2020 Q3	–	Sell	-17,981	Closed	-$250K	–	493
2020 Q2	$250K	Sell	17,981 -10,631	-37%	-$144K	0.03%	335
2020 Q1	$387K	Buy	+28,612	New	+$407K	0.04%	310

Other funds holding NEA

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

RCM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

B. Riley Wealth Management's NEA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 44% in Q2 2022, buying an estimated $85K and bringing the position to 22,686 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #567.

B. Riley Wealth Management first reported a position in NEA in Q1 2020 and has held it in 6 quarters since. The position peaked at $387K in Q1 2020. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

B. Riley Wealth Management held 22,686 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $267 as of Q2 2022.
B. Riley Wealth Management bought 6,978 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $85K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #567 holding.
B. Riley Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and has held it in 6 quarters since.
B. Riley Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $387K in Q1 2020.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.