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 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

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

CX Institutional's NEA Position: Q2 2026 in Review

CX Institutional increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q2 2026, buying an estimated $1.44K and bringing the position to 7,089 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

CX Institutional first reported a position in NEA in Q2 2022 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

CX Institutional held 7,089 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $83K as of Q2 2026.
CX Institutional bought 125 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.44K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #898 holding.
CX Institutional first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.