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Capital Squared Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Capital Squared Financial’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 		$138K Buy
11,751
+207
+2% +$2.38K 0.09% 87
2026
Q1 		$130K Sell
11,544
-2,644
-19% -$30.8K 0.1% 85
2025
Q4 		$165K Buy
14,188
+328
+2% +$3.77K 0.13% 82
2025
Q3 		$158K Buy
13,860
+231
+2% +$2.54K 0.14% 78
2025
Q2 		$149K Buy
+13,629
New +$148K 0.17% 66

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

Capital Squared Financial's NEA Position: Q2 2026 in Review

Capital Squared Financial increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q2 2026, buying an estimated $2.38K and bringing the position to 11,751 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #87.

Capital Squared Financial first reported a position in NEA in Q2 2025 and has held it in 5 quarters since. The position peaked at $165K in Q4 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Capital Squared Financial held 11,751 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $138K as of Q2 2026.
  • Capital Squared Financial bought 207 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.38K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.09% of Capital Squared Financial's portfolio in Q2 2026, its #87 holding.
  • Capital Squared Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $165K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.