Belpointe Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Belpointe Asset 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	$339K	Buy	28,852 +968	+3%	+$11.1K	0.01%	862
2026 Q1	$313K	Hold	27,884	–	–	0.01%	847
2025 Q4	$324K	Hold	27,884	–	–	0.01%	803
2025 Q3	$318K	Hold	27,884	–	–	0.01%	776
2025 Q2	$304K	Buy	27,884 +8,320	+43%	+$90.2K	0.01%	750
2025 Q1	$219K	Buy	19,564 +6,564	+50%	+$74.8K	0.01%	835
2024 Q4	$151K	Sell	13,000 -3,500	-21%	-$40.7K	0.01%	818
2024 Q3	$198K	Buy	+16,500	New	+$192K	0.01%	811
2023 Q2	–	Sell	-9,870	Closed	-$110K	–	2332
2023 Q1	$110K	Sell	9,870 -4,471	-31%	-$49.9K	0.01%	1251
2022 Q4	$163K	Sell	14,341 -5,222	-27%	-$57K	0.01%	981
2022 Q3	$207K	Sell	19,563 -3,492	-15%	-$42K	0.01%	818
2022 Q2	$271K	Sell	23,055 -193	-0.8%	-$2.35K	0.02%	717
2022 Q1	$305K	Sell	23,248 -338	-1%	-$4.71K	0.02%	718
2021 Q4	$368K	Buy	23,586 +1,071	+5%	+$16.3K	0.02%	627
2021 Q3	$342K	Buy	22,515 +292	+1%	+$4.61K	0.02%	634
2021 Q2	$349K	Sell	22,223 -983	-4%	-$15K	0.03%	614
2021 Q1	$344K	Buy	23,206 +328	+1%	+$4.86K	0.03%	545
2020 Q4	$345K	Buy	22,878 +306	+1%	+$4.46K	0.03%	509
2020 Q3	$324K	Buy	22,572 +22	+0.1%	+$316	0.04%	413
2020 Q2	$313K	Buy	22,550 +3,700	+20%	+$50K	0.04%	395
2020 Q1	$255K	Hold	18,850	–	–	0.04%	381
2019 Q4	$271K	Buy	18,850 +3,900	+26%	+$55.4K	0.03%	462
2019 Q3	$214K	Buy	14,950 +5,000	+50%	+$70.9K	0.03%	458
2019 Q2	$137K	Buy	+9,950	New	+$134K	0.03%	503
2018 Q4	–	Sell	-14,958	Closed	-$189K	–	588
2018 Q3	$189K	Buy	+14,958	New	+$193K	0.03%	467
2018 Q1	–	Sell	-18,615	Closed	-$256K	–	434
2017 Q4	$256K	Buy	+18,615	New	+$255K	0.06%	371

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

Belpointe Asset Management's NEA Position: Q2 2026 in Review

Belpointe Asset Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 28,852 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #862.

Belpointe Asset Management first reported a position in NEA in Q4 2017 and has held it in 26 quarters since. The position peaked at $368K in Q4 2021. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Belpointe Asset Management held 28,852 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $339K as of Q2 2026.
Belpointe Asset Management bought 968 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $11.1K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #862 holding.
Belpointe Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 26 quarters since.
Belpointe Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $368K in Q4 2021.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.