Insight Wealth Strategies’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Insight Wealth Strategies’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	$137K	Sell	11,746 -2,200	-16%	-$25.3K	0.01%	183
2026 Q1	$157K	Buy	13,946 +161	+1%	+$1.87K	0.02%	176
2025 Q4	$160K	Buy	13,785 +320	+2%	+$3.68K	0.02%	169
2025 Q3	$153K	Buy	13,465 +179	+1%	+$1.97K	0.02%	170
2025 Q2	$146K	Buy	13,286 +349	+3%	+$3.78K	0.02%	170
2025 Q1	$145K	Buy	12,937 +163	+1%	+$1.86K	0.02%	157
2024 Q4	$144K	Buy	+12,774	New	+$149K	0.02%	151

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

Insight Wealth Strategies's NEA Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 16% in Q2 2026, selling an estimated $25.3K and leaving 11,746 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #183.

Insight Wealth Strategies first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Insight Wealth Strategies held 11,746 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $137K as of Q2 2026.
Insight Wealth Strategies sold 2,200 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $25.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Insight Wealth Strategies's portfolio in Q2 2026, its #183 holding.
Insight Wealth Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Insight Wealth Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $160K in Q4 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.