IFWM
NEA icon

Institute for Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Institute for Wealth Management’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 		$81K Buy
+6,903
New +$79.3K 0.01% 747

Other funds holding NEA

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

Institute for Wealth Management's NEA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 6,903 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings.

184 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Institute for Wealth Management held 6,903 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $81K as of Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #747 holding.
  • 184 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.