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CX Institutional’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

CX Institutional’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 		$72K Buy
7,217
+128
+2% +$1.42K ﹤0.01% 944
2026
Q2 		$83K Buy
7,089
+125
+2% +$1.44K ﹤0.01% 898
2026
Q1 		$78K Buy
6,964
+80
+1% +$931 ﹤0.01% 895
2025
Q4 		$80K Buy
6,884
+119
+2% +$1.37K ﹤0.01% 891
2025
Q3 		$77K Hold
6,765
– – ﹤0.01% 870
2025
Q2 		$74K Hold
6,765
– – ﹤0.01% 804
2025
Q1 		$76K Buy
+6,765
New +$77.1K ﹤0.01% 783
2022
Q3 		– Sell
-485
Closed -$6K – 902
2022
Q2 		$6K Buy
+485
New +$5.91K ﹤0.01% 1017

Other funds holding NEA

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

CX Institutional's NEA Position: Q3 2026 in Review

CX Institutional increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q3 2026, buying an estimated $1.42K and bringing the position to 7,217 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

CX Institutional first reported a position in NEA in Q2 2022 and has held it in 8 quarters since. The position peaked at $83K in Q2 2026. 15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • CX Institutional held 7,217 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $72K as of Q3 2026.
  • CX Institutional bought 128 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $1.42K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #944 holding.
  • CX Institutional first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 8 quarters since.
  • CX Institutional's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $83K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.