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Concurrent Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Concurrent Investment 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 		$857K Buy
72,985
+33,518
+85% +$385K 0.01% 1093
2026
Q1 		$443K Buy
39,467
+13,738
+53% +$160K ﹤0.01% 1280
2025
Q4 		$299K Hold
25,729
– – ﹤0.01% 1406
2025
Q3 		$293K Sell
25,729
-3,823
-13% -$42K 0.01% 1169
2025
Q2 		$323K Buy
29,552
+5,204
+21% +$56.4K 0.01% 1032
2025
Q1 		$273K Buy
24,348
+2,078
+9% +$23.7K 0.01% 977
2024
Q4 		$251K Buy
22,270
+93
+0.4% +$1.08K 0.01% 897
2024
Q3 		$265K Sell
22,177
-937
-4% -$10.9K 0.01% 827
2024
Q2 		$265K Sell
23,114
-530
-2% -$5.8K 0.01% 783
2024
Q1 		$262K Sell
23,644
-818
-3% -$8.98K 0.01% 715
2023
Q4 		$269K Buy
+24,462
New +$250K 0.01% 683

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
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's NEA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 85% in Q2 2026, buying an estimated $385K and bringing the position to 72,985 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #1093.

Concurrent Investment Advisors first reported a position in NEA in Q4 2023 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Concurrent Investment Advisors held 72,985 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $857K as of Q2 2026.
  • Concurrent Investment Advisors bought 33,518 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $385K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1093 holding.
  • Concurrent Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 136 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.