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Cassaday & Co Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Cassaday & Co Wealth 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 		$893 Hold
76
– – ﹤0.01% 1087
2026
Q1 		$854 Buy
+76
New +$884 ﹤0.01% 1146
2023
Q1 		– Sell
-20,114
Closed -$229K – 257
2022
Q4 		$229K Buy
+20,114
New +$219K 0.01% 224

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GC
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UBS Group
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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
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Wealth Management's NEA Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 76 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Cassaday & Co Wealth Management first reported a position in NEA in Q4 2022 and has held it in 3 quarters since. The position peaked at $229K in Q4 2022. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Cassaday & Co Wealth Management held 76 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $893 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1087 holding.
  • Cassaday & Co Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $229K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.