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

Cresta 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	$4.43M	Sell	445,647 -10,000	-2%	-$111K	1.93%	14
2026 Q2	$5.35M	Buy	455,647 +70,000	+18%	+$804K	1.92%	14
2026 Q1	$4.33M	Buy	385,647 +116,000	+43%	+$1.35M	1.77%	15
2025 Q4	$3.14M	Buy	269,647 +13,000	+5%	+$150K	1.31%	18
2025 Q3	$2.92M	Hold	256,647	–	–	1.3%	18
2025 Q2	$2.8M	Hold	256,647	–	–	1.37%	18
2025 Q1	$2.87M	Sell	256,647 -67,139	-21%	-$765K	1.49%	16
2024 Q4	$3.88M	Hold	323,786	–	–	2.03%	14
2024 Q3	$3.88M	Buy	323,786 +44,000	+16%	+$511K	2.03%	14
2024 Q2	$3.21M	Buy	279,786 +68,139	+32%	+$746K	1.9%	15
2024 Q1	$2.34M	Hold	211,647	–	–	1.49%	18
2023 Q4	$2.33M	Hold	211,647	–	–	1.55%	16
2023 Q3	$2.05M	Hold	211,647	–	–	1.59%	17
2023 Q2	$2.31M	Buy	211,647 +36,600	+21%	+$400K	1.8%	15
2023 Q1	$1.95M	Buy	175,047 +105,047	+150%	+$1.17M	1.51%	14
2022 Q4	$796K	Buy	+70,000	New	+$764K	0.69%	17

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cresta Advisors's NEA Position: Q3 2026 in Review

Cresta Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.2% in Q3 2026, selling an estimated $111K and leaving 445,647 shares worth $4.43M. The position accounts for 1.93% of the portfolio, ranked #14.

Cresta Advisors first reported a position in NEA in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.35M in Q2 2026. 65 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Cresta Advisors held 445,647 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $4.43M as of Q3 2026.
Cresta Advisors sold 10,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $111K.
Nuveen AMT-Free Quality Municipal Income Fund made up 1.93% of Cresta Advisors's portfolio in Q3 2026, its #14 holding.
Cresta Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 16 quarters since.
Cresta Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5.35M in Q2 2026.
65 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.