Hilltop National Bank’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Hilltop National Bank’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 Q3	$20K	Hold	2,009	–	–	﹤0.01%	576
2026 Q2	$23.6K	Hold	2,009	–	–	0.01%	577
2026 Q1	$22.6K	Buy	2,009 +1,061	+112%	+$12.3K	0.01%	569
2025 Q4	$11K	Hold	948	–	–	﹤0.01%	641
2025 Q3	$10.8K	Hold	948	–	–	﹤0.01%	641
2025 Q2	$10.4K	Buy	+948	New	+$10.3K	﹤0.01%	630
2024 Q4	$10.7K	Hold	948	–	–	﹤0.01%	628
2024 Q3	$11.3K	Hold	948	–	–	﹤0.01%	656
2024 Q2	$10.9K	Hold	948	–	–	﹤0.01%	642
2024 Q1	$10.5K	Buy	+948	New	+$10.4K	﹤0.01%	628

Other funds holding NEA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hilltop National Bank's NEA Position: Q3 2026 in Review

Hilltop National Bank held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2026 at 2,009 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Hilltop National Bank first reported a position in NEA in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.6K in Q2 2026. 49 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Hilltop National Bank held 2,009 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $20K as of Q3 2026.
Hilltop National Bank left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q3 2026, its #576 holding.
Hilltop National Bank first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
Hilltop National Bank's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $23.6K in Q2 2026.
49 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.