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

Evoke Wealth’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 		– Sell
-236,500
Closed -$2.67M – 423
2026
Q1 		$2.67M Sell
236,500
-18,589
-7% -$216K 0.05% 148
2025
Q4 		$2.97M Hold
255,089
– – 0.06% 133
2025
Q3 		$2.92M Hold
255,089
– – 0.06% 128
2025
Q2 		$2.8M Buy
255,089
+8,000
+3% +$86.7K 0.06% 118
2025
Q1 		$2.79M Hold
247,089
– – 0.07% 108
2024
Q4 		$2.79M Buy
247,089
+37,000
+18% +$430K 0.08% 107
2024
Q3 		$2.53M Buy
210,089
+174,089
+484% +$2.02M 0.07% 108
2024
Q2 		$415K Sell
36,000
-110,689
-75% -$1.21M 0.49% 44
2024
Q1 		$1.63M Buy
146,689
+110,689
+307% +$1.21M 0.05% 131
2023
Q4 		$396K Sell
36,000
-119,366
-77% -$1.22M 0.64% 38
2023
Q3 		$1.51M Buy
155,366
+1,266
+0.8% +$13.3K 0.05% 137
2023
Q2 		$1.69M Hold
154,100
– – 0.06% 120
2023
Q1 		$1.72M Sell
154,100
-5,650
-4% -$63.1K 0.06% 120
2022
Q4 		$1.82M Sell
159,750
-14,581
-8% -$159K 0.07% 121
2022
Q3 		$1.86M Buy
174,331
+79
+0% +$949 0.08% 103
2022
Q2 		$2.06M Sell
174,252
-5,649
-3% -$68.8K 0.08% 106
2022
Q1 		$2.37M Buy
179,901
+5,076
+3% +$70.7K 0.08% 107
2021
Q4 		$2.73M Buy
174,825
+75
+0% +$1.14K 0.09% 104
2021
Q3 		$2.66M Buy
174,750
+16,500
+10% +$261K 0.1% 102
2021
Q2 		$2.49M Buy
158,250
+60,050
+61% +$914K 0.09% 112
2021
Q1 		$1.46M Sell
98,200
-40,154
-29% -$595K 0.07% 128
2020
Q4 		$2.09M Buy
138,354
+12,284
+10% +$179K 0.14% 48
2020
Q3 		$1.81M Buy
126,070
+31,960
+34% +$459K 0.15% 49
2020
Q2 		$1.31M Buy
94,110
+21,460
+30% +$290K 0.13% 50
2020
Q1 		$987K Sell
72,650
-11,459
-14% -$163K 0.14% 51
2019
Q4 		$1.21M Buy
84,109
+1,403
+2% +$19.9K 0.15% 58
2019
Q3 		$1.19M Buy
+82,706
New +$1.17M 0.15% 78

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evoke Wealth's NEA Position: Q2 2026 in Review

Evoke Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 236,500 shares — an estimated $2.67M sold.

Evoke Wealth first reported a position in NEA in Q3 2019 and held it in 27 quarters. The position peaked at $2.97M in Q4 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Evoke Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 236,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.67M.
  • Evoke Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 27 quarters.
  • Evoke Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.97M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.