Fortitude Family Office’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Fortitude Family Office’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
2025 Q3	–	Sell	-3,030	Closed	-$33.1K	–	2089
2025 Q2	$33.1K	Buy	3,030 +1,000	+49%	+$10.8K	0.01%	300
2025 Q1	$22.7K	Hold	2,030	–	–	0.01%	375
2024 Q4	$22.9K	Hold	2,030	–	–	0.01%	428
2024 Q3	$24.3K	Buy	+2,030	New	+$23.6K	0.01%	381
2024 Q2	–	Sell	-3,700	Closed	-$41K	–	1030
2024 Q1	$41K	Hold	3,700	–	–	0.03%	178
2023 Q4	$40.7K	Buy	+3,700	New	+$37.8K	0.03%	195

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fortitude Family Office's NEA Position: Q3 2025 in Review

Fortitude Family Office sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 3,030 shares — an estimated $33.1K sold.

Fortitude Family Office first reported a position in NEA in Q4 2023 and held it in 6 quarters. The position peaked at $41K in Q1 2024. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

Fortitude Family Office reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 3,030 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $33.1K.
Fortitude Family Office first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 6 quarters.
Fortitude Family Office's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $41K in Q1 2024.
285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.