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CreativeOne Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

CreativeOne Wealth’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
2023
Q2 		– Sell
-10,784
Closed -$120K – 870
2023
Q1 		$120K Buy
+10,784
New +$120K 0.01% 768

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CreativeOne Wealth's NEA Position: Q2 2023 in Review

CreativeOne Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 10,784 shares — an estimated $120K sold.

CreativeOne Wealth first reported a position in NEA in Q1 2023 and held it in 1 quarter. The position peaked at $120K in Q1 2023. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

  • CreativeOne Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 10,784 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $120K.
  • CreativeOne Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • CreativeOne Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $120K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.