CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$526K	Sell	44,780 -328	-0.7%	-$3.77K	0.01%	232
2026 Q1	$507K	Buy	45,108 +599	+1%	+$6.97K	0.01%	204
2025 Q4	$518K	Sell	44,509 -7,285	-14%	-$83.8K	0.01%	188
2025 Q3	$590K	Sell	51,794 -14,296	-22%	-$157K	0.01%	177
2025 Q2	$722K	Sell	66,090 -36,008	-35%	-$390K	0.01%	174
2025 Q1	$1.14M	Sell	102,098 -7,493	-7%	-$85.3K	0.02%	147
2024 Q4	$1.24M	Sell	109,591 -8,789	-7%	-$102K	0.02%	137
2024 Q3	$1.42M	Sell	118,380 -3,944	-3%	-$45.8K	0.03%	130
2024 Q2	$1.4M	Sell	122,324 -14,281	-10%	-$156K	0.03%	124
2024 Q1	$1.51M	Hold	136,605	–	–	0.03%	116
2023 Q4	$1.5M	Sell	136,605 -25,785	-16%	-$263K	0.04%	117
2023 Q3	$1.57M	Sell	162,390 -11,336	-7%	-$119K	0.04%	109
2023 Q2	$1.9M	Hold	173,726	–	–	0.05%	104
2023 Q1	$1.93M	Buy	173,726 +10,478	+6%	+$117K	0.06%	104
2022 Q4	$1.86M	Buy	+163,248	New	+$1.78M	0.07%	107
2022 Q3	–	Sell	-183,835	Closed	-$2.16M	–	135
2022 Q2	$2.16M	Sell	183,835 -11,390	-6%	-$139K	0.09%	97
2022 Q1	$2.56M	Hold	195,225	–	–	0.09%	91
2021 Q4	$3.05M	Sell	195,225 -24,586	-11%	-$374K	0.11%	76
2021 Q3	$3.34M	Buy	219,811 +21,701	+11%	+$343K	0.13%	71
2021 Q2	$3.11M	Sell	198,110 -425	-0.2%	-$6.47K	0.13%	75
2021 Q1	$2.94M	Sell	198,535 -25,456	-11%	-$377K	0.14%	78
2020 Q4	$3.38M	Sell	223,991 -9,031	-4%	-$132K	0.17%	65
2020 Q3	$3.34M	Hold	233,022	–	–	0.19%	66
2020 Q2	$3.24M	Buy	+233,022	New	+$3.15M	0.2%	66
2019 Q4	$3.8M	Buy	264,408 +62,326	+31%	+$885K	0.3%	46
2019 Q3	$2.89M	Buy	202,082 +21,878	+12%	+$310K	0.25%	56
2019 Q2	$2.49M	Buy	180,204 +68,331	+61%	+$918K	0.25%	55
2019 Q1	$1.5M	Buy	111,873 +11,494	+11%	+$149K	0.16%	65
2018 Q4	$1.24M	Hold	100,379	–	–	0.12%	91
2018 Q3	$1.27M	Hold	100,379	–	–	0.12%	77
2018 Q2	$1.31M	Sell	100,379 -50,793	-34%	-$656K	0.13%	74
2018 Q1	$1.97M	Hold	151,172	–	–	0.2%	60
2017 Q4	$2.08M	Sell	151,172 -3,856	-2%	-$52.9K	0.21%	57
2017 Q3	$2.15M	Hold	155,028	–	–	0.23%	54
2017 Q2	$2.12M	Sell	155,028 -4,400	-3%	-$59.9K	0.24%	52
2017 Q1	$2.13M	Sell	159,428 -3,000	-2%	-$39.9K	0.24%	53
2016 Q4	$2.17M	Sell	162,428 -4,597	-3%	-$62.1K	0.25%	54
2016 Q3	$2.44M	Buy	167,025 +126,367	+311%	+$1.88M	0.3%	48
2016 Q2	$610K	Hold	40,658	–	–	0.09%	91
2016 Q1	$578K	Sell	40,658 -1,516	-4%	-$21.1K	0.09%	87
2015 Q4	$584K	Hold	42,174	–	–	0.1%	97
2015 Q3	$550K	Hold	42,174	–	–	0.1%	98
2015 Q2	$537K	Buy	+42,174	New	+$567K	0.11%	103

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

CLA (CliftonLarsonAllen) Wealth Advisors's NEA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.73% in Q2 2026, selling an estimated $3.77K and leaving 44,780 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #232.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NEA in Q2 2015 and has held it in 43 quarters since. The position peaked at $3.8M in Q4 2019. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 44,780 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $526K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 328 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $3.77K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #232 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2015 and has held it in 43 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.8M in Q4 2019.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.