Fortitude Advisory Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Fortitude Advisory Group’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	$318K	Hold	27,087	–	–	0.12%	157
2026 Q1	$304K	Hold	27,087	–	–	0.14%	148
2025 Q4	$315K	Hold	27,087	–	–	0.13%	134
2025 Q3	$309K	Buy	27,087 +1,371	+5%	+$15.1K	0.17%	135
2025 Q2	$281K	Buy	25,716 +3,302	+15%	+$35.8K	0.16%	144
2025 Q1	$240K	Buy	22,414 +2,220	+11%	+$25.3K	0.17%	149
2024 Q4	$228K	Hold	20,194	–	–	0.14%	160
2024 Q3	$242K	Buy	20,194 +432	+2%	+$5.02K	0.15%	159
2024 Q2	$226K	Buy	19,762 +872	+5%	+$9.54K	0.14%	158
2024 Q1	$209K	Hold	18,890	–	–	0.12%	189
2023 Q4	$208K	Hold	18,890	–	–	0.13%	189
2023 Q3	$183K	Buy	18,890 +2,282	+14%	+$24K	0.12%	183
2023 Q2	$182K	Buy	16,608 +812	+5%	+$8.88K	0.13%	186
2023 Q1	$176K	Hold	15,796	–	–	0.14%	197
2022 Q4	$180K	Hold	15,796	–	–	0.15%	191
2022 Q3	$167K	Hold	15,796	–	–	0.16%	177
2022 Q2	$186K	Hold	15,796	–	–	0.17%	176
2022 Q1	$208K	Hold	15,796	–	–	0.11%	192
2021 Q4	$246K	Buy	+15,796	New	+$240K	0.12%	165

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

Fortitude Advisory Group's NEA Position: Q2 2026 in Review

Fortitude Advisory Group held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 27,087 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #157.

Fortitude Advisory Group first reported a position in NEA in Q4 2021 and has held it in 19 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Fortitude Advisory Group held 27,087 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $318K as of Q2 2026.
Fortitude Advisory Group left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.12% of Fortitude Advisory Group's portfolio in Q2 2026, its #157 holding.
Fortitude Advisory Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.