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

HWAM

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 82 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.
82 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.