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 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 $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Advisors's NEA Position: Q1 2026 in Review

IFC Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 138,745 shares — an estimated $1.61M sold.

IFC Advisors first reported a position in NEA in Q4 2024 and held it in 4 quarters. The position peaked at $1.74M in Q3 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

IFC Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
IFC Advisors sold 138,745 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $1.61M.
IFC Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 4 quarters.
IFC Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.74M in Q3 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.