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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
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
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CoreCap Advisors's NEA Position: Q2 2026 in Review

CoreCap Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 23% in Q2 2026, buying an estimated $263K and bringing the position to 124,672 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #306.

CoreCap Advisors first reported a position in NEA in Q4 2021 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • CoreCap Advisors held 124,672 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.46M as of Q2 2026.
  • CoreCap Advisors bought 22,915 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $263K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #306 holding.
  • CoreCap Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.