IFC Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

IFC Advisors’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	$1.52M	Buy	+129,491	New	+$1.49M	0.19%	76
2026 Q1	–	Sell	-138,745	Closed	-$1.61M	–	173
2025 Q4	$1.61M	Sell	138,745 -13,589	-9%	-$156K	0.24%	70
2025 Q3	$1.74M	Buy	152,334 +11,945	+9%	+$131K	0.32%	65
2025 Q2	$1.53M	Buy	+140,389	New	+$1.52M	0.29%	72
2025 Q1	–	Sell	-132,597	Closed	-$1.5M	–	171
2024 Q4	$1.5M	Buy	+132,597	New	+$1.54M	0.33%	64

Other funds holding NEA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IFC Advisors's NEA Position: Q2 2026 in Review

IFC Advisors opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 129,491 shares worth $1.52M. The stake represents 0.19% of the portfolio and ranks #76 among its holdings. This is a return to the name: IFC Advisors previously reported a position in NEA as recently as Q4 2025.

IFC Advisors first reported a position in NEA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.74M in Q3 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

IFC Advisors held 129,491 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.52M as of Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new IFC Advisors position in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.19% of IFC Advisors's portfolio in Q2 2026, its #76 holding.
IFC Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 5 quarters since.
IFC Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.74M in Q3 2025.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.