GPS Wealth Strategies Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

GPS Wealth Strategies 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
2023 Q2	–	Sell	-13,249	Closed	-$147K	–	1292
2023 Q1	$147K	Sell	13,249 -2,140	-14%	-$23.9K	0.03%	278
2022 Q4	$175K	Hold	15,389	–	–	0.05%	101
2022 Q3	$163K	Buy	15,389 +6,863	+80%	+$82.5K	0.04%	228
2022 Q2	$100K	Buy	8,526 +6,386	+298%	+$77.8K	0.03%	316
2022 Q1	$28K	Hold	2,140	–	–	0.01%	534
2021 Q4	$33K	Hold	2,140	–	–	0.01%	494
2021 Q3	$33K	Hold	2,140	–	–	0.01%	474
2021 Q2	$34K	Hold	2,140	–	–	0.01%	493
2021 Q1	$31K	Buy	+2,140	New	+$31.7K	0.01%	467

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GPS Wealth Strategies Group's NEA Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 13,249 shares — an estimated $147K sold.

GPS Wealth Strategies Group first reported a position in NEA in Q1 2021 and held it in 9 quarters. The position peaked at $175K in Q4 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

GPS Wealth Strategies Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 13,249 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $147K.
GPS Wealth Strategies Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 9 quarters.
GPS Wealth Strategies Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $175K in Q4 2022.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.