Benjamin Edwards Inc’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Benjamin Edwards Inc’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	$605K	Sell	51,506 -257	-0.5%	-$2.95K	0.01%	986
2026 Q1	$581K	Hold	51,763	–	–	0.01%	943
2025 Q4	$602K	Buy	51,763 +642	+1%	+$7.39K	0.01%	888
2025 Q3	$582K	Buy	51,121 +9,696	+23%	+$107K	0.01%	887
2025 Q2	$452K	Hold	41,425	–	–	0.01%	877
2025 Q1	$464K	Hold	41,425	–	–	0.01%	811
2024 Q4	$467K	Buy	41,425 +16,991	+70%	+$198K	0.01%	839
2024 Q3	$292K	Buy	+24,434	New	+$284K	﹤0.01%	958

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

Benjamin Edwards Inc's NEA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.5% in Q2 2026, selling an estimated $2.95K and leaving 51,506 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #986.

Benjamin Edwards Inc first reported a position in NEA in Q3 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Benjamin Edwards Inc held 51,506 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $605K as of Q2 2026.
Benjamin Edwards Inc sold 257 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.95K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #986 holding.
Benjamin Edwards Inc first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.