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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cresta Advisors's NEA Position: Q2 2026 in Review

Cresta Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 18% in Q2 2026, buying an estimated $804K and bringing the position to 455,647 shares worth $5.35M. The position accounts for 1.92% of the portfolio, ranked #14.

Cresta Advisors first reported a position in NEA in Q4 2022 and has held it in 15 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Cresta Advisors held 455,647 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $5.35M as of Q2 2026.
Cresta Advisors bought 70,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $804K.
Nuveen AMT-Free Quality Municipal Income Fund made up 1.92% of Cresta Advisors's portfolio in Q2 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 15 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.