Focus Partners Advisor Solutions’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Focus Partners Advisor Solutions’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	$172K	Sell	14,619 -6,456	-31%	-$74.2K	﹤0.01%	1183
2026 Q1	$237K	Buy	+21,075	New	+$245K	﹤0.01%	1077
2025 Q1	–	Sell	-179,969	Closed	-$2.03M	–	1009
2024 Q4	$2.03M	Buy	+179,969	New	+$2.09M	0.03%	223

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

Focus Partners Advisor Solutions's NEA Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 31% in Q2 2026, selling an estimated $74.2K and leaving 14,619 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Focus Partners Advisor Solutions first reported a position in NEA in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2024. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Focus Partners Advisor Solutions held 14,619 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $172K as of Q2 2026.
Focus Partners Advisor Solutions sold 6,456 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $74.2K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1183 holding.
Focus Partners Advisor Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 3 quarters since.
Focus Partners Advisor Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.03M in Q4 2024.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.