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

CoreCap 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
Q3 		$227K Sell
22,818
-101,854
-82% -$1.13M 0.01% 806
2026
Q2 		$1.46M Buy
124,672
+22,915
+23% +$263K 0.04% 306
2026
Q1 		$1.14M Buy
101,757
+33,176
+48% +$386K 0.04% 343
2025
Q4 		$798K Buy
68,581
+7,144
+12% +$82.2K 0.03% 417
2025
Q3 		$700K Sell
61,437
-2,100
-3% -$23.1K 0.03% 450
2025
Q2 		$694K Buy
63,537
+21,733
+52% +$236K 0.03% 430
2025
Q1 		$468K Buy
41,804
+13,917
+50% +$159K 0.02% 488
2024
Q4 		$315K Sell
27,887
-1,765
-6% -$20.5K 0.01% 583
2024
Q3 		$355K Buy
+29,652
New +$345K 0.02% 537
2024
Q2 		– Sell
-32,192
Closed -$356K – 2245
2024
Q1 		$356K Buy
32,192
+193
+0.6% +$2.12K 0.02% 467
2023
Q4 		$352K Buy
31,999
+481
+2% +$4.91K 0.02% 412
2023
Q3 		$305K Buy
31,518
+54
+0.2% +$567 0.02% 416
2023
Q2 		$344K Buy
+31,464
New +$344K 0.02% 426
2022
Q4 		$391K Buy
34,396
+10,000
+41% +$109K 0.03% 397
2022
Q3 		$259K Buy
24,396
+16,100
+194% +$193K 0.02% 438
2022
Q2 		$97K Buy
+8,296
New +$101K 0.01% 702
2022
Q1 		– Sell
-7,832
Closed -$122K – 1498
2021
Q4 		$122K Buy
+7,832
New +$119K 0.01% 677

Other funds holding NEA

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

CoreCap Advisors's NEA Position: Q3 2026 in Review

CoreCap Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 82% in Q3 2026, selling an estimated $1.13M and leaving 22,818 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #806.

CoreCap Advisors first reported a position in NEA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2026. 15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • CoreCap Advisors held 22,818 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $227K as of Q3 2026.
  • CoreCap Advisors sold 101,854 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $1.13M.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #806 holding.
  • CoreCap Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.46M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.