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

Evolve Private 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
-32,600
Closed -$366K – 1163
2026
Q1 		$366K Hold
32,600
– – 0.02% 701
2025
Q4 		$379K Buy
+32,600
New +$375K 0.02% 642

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

Evolve Private Wealth's NEA Position: Q2 2026 in Review

Evolve Private Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 32,600 shares — an estimated $366K sold.

Evolve Private Wealth first reported a position in NEA in Q4 2025 and held it in 2 quarters. The position peaked at $379K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Evolve Private Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 32,600 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $366K.
  • Evolve Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $379K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.