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

Centaurus 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	$103K	Buy	+8,780	New	+$101K	﹤0.01%	1096
2026 Q1	–	Sell	-8,780	Closed	-$102K	–	1111
2025 Q4	$102K	Hold	8,780	–	–	﹤0.01%	1024
2025 Q3	$100K	Sell	8,780 -2,201	-20%	-$24.2K	﹤0.01%	1023
2025 Q2	$120K	Hold	10,981	–	–	0.01%	888
2025 Q1	$123K	Hold	10,981	–	–	0.01%	828
2024 Q4	$124K	Hold	10,981	–	–	0.01%	814
2024 Q3	$131K	Hold	10,981	–	–	0.01%	767
2024 Q2	$126K	Buy	+10,981	New	+$120K	0.01%	725
2022 Q3	–	Sell	-8,838	Closed	-$104K	–	876
2022 Q2	$104K	Hold	8,838	–	–	0.01%	798
2022 Q1	$116K	Hold	8,838	–	–	0.01%	828
2021 Q4	$138K	Hold	8,838	–	–	0.01%	790
2021 Q3	$134K	Hold	8,838	–	–	0.01%	765
2021 Q2	$139K	Hold	8,838	–	–	0.01%	762
2021 Q1	$131K	Hold	8,838	–	–	0.01%	717
2020 Q4	$133K	Buy	+8,838	New	+$129K	0.01%	666
2018 Q3	–	Sell	-36,744	Closed	-$478K	–	1494
2018 Q2	$478K	Buy	+36,744	New	+$475K	0.07%	316

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

Centaurus Financial's NEA Position: Q2 2026 in Review

Centaurus Financial opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 8,780 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in NEA as recently as Q4 2025.

Centaurus Financial first reported a position in NEA in Q2 2018 and has held it in 16 quarters since. The position peaked at $478K in Q2 2018. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Centaurus Financial held 8,780 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $103K as of Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Centaurus Financial position in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Centaurus Financial's portfolio in Q2 2026, its #1096 holding.
Centaurus Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and has held it in 16 quarters since.
Centaurus Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $478K in Q2 2018.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.