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Founders Financial Alliance’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Founders Financial Alliance’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 		$723K Sell
61,571
-3,268
-5% -$37.5K 0.1% 193
2026
Q1 		$728K Buy
64,839
+6,893
+12% +$80.2K 0.13% 161
2025
Q4 		$674K Buy
57,946
+1,074
+2% +$12.4K 0.13% 159
2025
Q3 		$648K Buy
56,872
+31,110
+121% +$342K 0.12% 160
2025
Q2 		$281K Buy
25,762
+443
+2% +$4.8K 0.06% 266
2025
Q1 		$284K Buy
25,319
+3,163
+14% +$36K 0.07% 266
2024
Q4 		$250K Buy
22,156
+6,317
+40% +$73.5K 0.07% 245
2024
Q3 		$190K Buy
15,839
+4,346
+38% +$50.5K 0.05% 290
2024
Q2 		$132K Sell
11,493
-1,893
-14% -$20.7K 0.04% 302
2024
Q1 		$148K Buy
13,386
+2,688
+25% +$29.5K 0.04% 295
2023
Q4 		$118K Buy
10,698
+83
+0.8% +$847 0.05% 283
2023
Q3 		$103K Buy
10,615
+73
+0.7% +$767 0.04% 269
2023
Q2 		$115K Hold
10,542
– – 0.05% 285
2023
Q1 		$117K Buy
10,542
+96
+0.9% +$1.07K 0.06% 245
2022
Q4 		$119K Buy
10,446
+49
+0.5% +$534 0.05% 256
2022
Q3 		$110K Buy
+10,397
New +$125K 0.06% 251
2022
Q2 		– Sell
-10,890
Closed -$143K – 531
2022
Q1 		$143K Buy
10,890
+574
+6% +$8K 0.06% 239
2021
Q4 		$161K Buy
+10,316
New +$157K 0.06% 263
2020
Q4 		– Sell
-7,221
Closed -$103K – 947
2020
Q3 		$103K Buy
+7,221
New +$104K 0.06% 257

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

Founders Financial Alliance's NEA Position: Q2 2026 in Review

Founders Financial Alliance reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 5% in Q2 2026, selling an estimated $37.5K and leaving 61,571 shares worth $723K. The position accounts for 0.1% of the portfolio, ranked #193.

Founders Financial Alliance first reported a position in NEA in Q3 2020 and has held it in 19 quarters since. The position peaked at $728K in Q1 2026. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Founders Financial Alliance held 61,571 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $723K as of Q2 2026.
  • Founders Financial Alliance sold 3,268 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $37.5K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.1% of Founders Financial Alliance's portfolio in Q2 2026, its #193 holding.
  • Founders Financial Alliance first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 19 quarters since.
  • Founders Financial Alliance's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $728K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.