Independent Advisor Alliance’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Independent Advisor Alliance’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	–	Sell	-20,159	Closed	-$226K	–	1437
2026 Q1	$226K	Buy	+20,159	New	+$235K	﹤0.01%	1445
2025 Q1	–	Sell	-53,393	Closed	-$602K	–	1166
2024 Q4	$602K	Buy	+53,393	New	+$621K	0.01%	893
2020 Q1	–	Sell	-100,343	Closed	-$1.44M	–	699
2019 Q4	$1.44M	Buy	+100,343	New	+$1.43M	0.06%	296
2017 Q2	–	Sell	-25,750	Closed	-$344K	–	345
2017 Q1	$344K	Buy	+25,750	New	+$342K	0.05%	276

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

Independent Advisor Alliance's NEA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 20,159 shares — an estimated $226K sold.

Independent Advisor Alliance first reported a position in NEA in Q1 2017 and held it in 4 quarters. The position peaked at $1.44M in Q4 2019. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Independent Advisor Alliance reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 20,159 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $226K.
Independent Advisor Alliance first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.44M in Q4 2019.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.