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Independent Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Independent Financial 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
2026
Q2 		$398K Sell
33,879
-488
-1% -$5.61K 0.01% 1088
2026
Q1 		$386K Buy
34,367
+173
+0.5% +$2.01K 0.01% 1051
2025
Q4 		$398K Buy
34,194
+5,373
+19% +$61.8K 0.01% 1013
2025
Q3 		$328K Sell
28,821
-292
-1% -$3.21K 0.01% 1047
2025
Q2 		$318K Buy
29,113
+1,010
+4% +$10.9K 0.01% 1002
2025
Q1 		$315K Buy
28,103
+1,144
+4% +$13K 0.01% 911
2024
Q4 		$304K Buy
26,959
+508
+2% +$5.91K 0.01% 895
2024
Q3 		$317K Sell
26,451
-2,061
-7% -$24K 0.01% 857
2024
Q2 		$327K Buy
28,512
+6,441
+29% +$70.5K 0.01% 785
2024
Q1 		$244K Buy
22,071
+1,638
+8% +$18K 0.01% 880
2023
Q4 		$225K Sell
20,433
-1,898
-8% -$19.4K 0.01% 847
2023
Q3 		$216K Buy
22,331
+122
+0.5% +$1.28K 0.01% 800
2023
Q2 		$243K Sell
22,209
-22,919
-51% -$251K 0.02% 746
2023
Q1 		$502K Buy
45,128
+19,844
+78% +$222K 0.04% 455
2022
Q4 		$287K Sell
25,284
-56,023
-69% -$611K 0.02% 573
2022
Q3 		$862K Buy
81,307
+52,327
+181% +$629K 0.08% 252
2022
Q2 		$341K Sell
28,980
-6,981
-19% -$85.1K 0.04% 464
2022
Q1 		$473K Buy
35,961
+1,093
+3% +$15.2K 0.04% 445
2021
Q4 		$544K Sell
34,868
-2,390
-6% -$36.4K 0.04% 400
2021
Q3 		$566K Buy
37,258
+10,146
+37% +$160K 0.06% 330
2021
Q2 		$426K Buy
27,112
+1,033
+4% +$15.7K 0.05% 417
2021
Q1 		$386K Sell
26,079
-4,337
-14% -$64.3K 0.05% 387
2020
Q4 		$459K Buy
30,416
+5,400
+22% +$78.7K 0.07% 324
2020
Q3 		$359K Buy
25,016
+14,187
+131% +$204K 0.07% 313
2020
Q2 		$151K Hold
10,829
– – 0.03% 443
2020
Q1 		$147K Buy
+10,829
New +$154K 0.04% 356

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's NEA Position: Q2 2026 in Review

Independent Financial Group reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.4% in Q2 2026, selling an estimated $5.61K and leaving 33,879 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1088.

Independent Financial Group first reported a position in NEA in Q1 2020 and has held it in 26 quarters since. The position peaked at $862K in Q3 2022. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Independent Financial Group held 33,879 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $398K as of Q2 2026.
  • Independent Financial Group sold 488 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $5.61K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1088 holding.
  • Independent Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $862K in Q3 2022.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.