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

Cura Wealth 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	$3.55M	Hold	302,000	–	–	1.51%	10
2026 Q1	$3.39M	Sell	302,000 -5,000	-2%	-$58.2K	1.52%	10
2025 Q4	$3.57M	Sell	307,000 -1,000	-0.3%	-$11.5K	1.35%	13
2025 Q3	$3.51M	Hold	308,000	–	–	1.34%	13
2025 Q2	$3.36M	Buy	308,000 +1,000	+0.3%	+$10.8K	1.34%	14
2025 Q1	$3.44M	Buy	307,000 +6,392	+2%	+$72.8K	1.39%	15
2024 Q4	$3.39M	Buy	+300,608	New	+$3.5M	1.5%	13

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

Cura Wealth Advisors's NEA Position: Q2 2026 in Review

Cura Wealth Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 302,000 shares worth $3.55M. The position accounts for 1.51% of the portfolio, ranked #10.

Cura Wealth Advisors first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Cura Wealth Advisors held 302,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.55M as of Q2 2026.
Cura Wealth Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 1.51% of Cura Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Cura Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.57M in Q4 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.