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Global Retirement Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Global Retirement Partners’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 		$187K Buy
+15,966
New +$183K ﹤0.01% 1623
2025
Q4 		$212K Buy
18,200
+16,100
+767% +$185K ﹤0.01% 1446
2025
Q3 		$23.9K Hold
2,100
– – ﹤0.01% 2310
2025
Q2 		$22.9K Buy
+2,100
New +$22.8K ﹤0.01% 2217
2024
Q4 		$23.7K Hold
2,100
– – ﹤0.01% 2002
2024
Q3 		$25.1K Hold
2,100
– – ﹤0.01% 1882
2024
Q2 		$24.1K Buy
2,100
+70
+3% +$766 ﹤0.01% 1887
2024
Q1 		$22.5K Hold
2,030
– – ﹤0.01% 1758
2023
Q4 		$22.1K Hold
2,030
– – ﹤0.01% 1710
2023
Q3 		$19.6K Hold
2,030
– – ﹤0.01% 1652
2023
Q2 		$22.2K Hold
2,030
– – ﹤0.01% 1629
2023
Q1 		$22.5K Hold
2,030
– – ﹤0.01% 1590
2022
Q4 		$23.1K Hold
2,030
– – ﹤0.01% 1422
2022
Q3 		$21K Hold
2,030
– – ﹤0.01% 1374
2022
Q2 		$24K Hold
2,030
– – ﹤0.01% 1289
2022
Q1 		$24K Hold
2,030
– – ﹤0.01% 1289
2021
Q4 		$32K Hold
2,030
– – 0.02% 107
2021
Q3 		$31K Hold
2,030
– – ﹤0.01% 1034
2021
Q2 		$32K Hold
2,030
– – ﹤0.01% 1028
2021
Q1 		$30K Sell
2,030
-184
-8% -$2.73K ﹤0.01% 976
2020
Q4 		$33K Buy
2,214
+184
+9% +$2.68K ﹤0.01% 865
2020
Q3 		$29K Hold
2,030
– – ﹤0.01% 798
2020
Q2 		$28K Hold
2,030
– – ﹤0.01% 791
2020
Q1 		$27K Hold
2,030
– – 0.01% 720
2019
Q4 		$29K Hold
2,030
– – ﹤0.01% 809
2019
Q3 		$29K Hold
2,030
– – ﹤0.01% 767
2019
Q2 		$28K Buy
+2,030
New +$27.3K 0.01% 776

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

Global Retirement Partners's NEA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 15,966 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NEA as recently as Q4 2025.

Global Retirement Partners first reported a position in NEA in Q2 2019 and has held it in 27 quarters since. The position peaked at $212K in Q4 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Global Retirement Partners held 15,966 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $187K as of Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Global Retirement Partners position in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1623 holding.
  • Global Retirement Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2019 and has held it in 27 quarters since.
  • Global Retirement Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $212K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.