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

Focus Partners 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 		$603K Buy
51,332
+1,564
+3% +$18K ﹤0.01% 1878
2026
Q1 		$559K Sell
49,768
-1,551
-3% -$18K ﹤0.01% 1870
2025
Q4 		$597K Buy
+51,319
New +$591K ﹤0.01% 1875
2025
Q2 		– Sell
-21,628
Closed -$242K – 2100
2025
Q1 		$242K Sell
21,628
-1,306
-6% -$14.9K ﹤0.01% 1678
2024
Q4 		$259K Buy
22,934
+7,470
+48% +$86.9K ﹤0.01% 1618
2024
Q3 		$185K Buy
15,464
+27
+0.2% +$314 ﹤0.01% 1473
2024
Q2 		$177K Buy
+15,437
New +$169K ﹤0.01% 1166

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

Focus Partners Wealth's NEA Position: Q2 2026 in Review

Focus Partners Wealth increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3.1% in Q2 2026, buying an estimated $18K and bringing the position to 51,332 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Focus Partners Wealth first reported a position in NEA in Q2 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Focus Partners Wealth held 51,332 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $603K as of Q2 2026.
  • Focus Partners Wealth bought 1,564 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $18K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1878 holding.
  • Focus Partners Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.