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 Q3	$118K	Buy	11,889 +143	+1%	+$1.59K	0.01%	192
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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Insight Wealth Strategies's NEA Position: Q3 2026 in Review

Insight Wealth Strategies increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.2% in Q3 2026, buying an estimated $1.59K and bringing the position to 11,889 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #192.

Insight Wealth Strategies first reported a position in NEA in Q4 2024 and has held it in 8 quarters since. The position peaked at $160K in Q4 2025. 15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Insight Wealth Strategies held 11,889 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $118K as of Q3 2026.
Insight Wealth Strategies bought 143 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $1.59K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Insight Wealth Strategies's portfolio in Q3 2026, its #192 holding.
Insight Wealth Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 8 quarters since.
Insight Wealth Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $160K in Q4 2025.
15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.