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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

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
CA
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
CA
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. 81 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.
  • 81 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.