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Integrated Wealth Concepts’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Integrated Wealth Concepts’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 		$198K Buy
16,895
+2,140
+15% +$24.6K ﹤0.01% 2231
2026
Q1 		$166K Sell
14,755
-68,503
-82% -$797K ﹤0.01% 2134
2025
Q4 		$968K Buy
83,258
+68,503
+464% +$788K 0.01% 785
2025
Q3 		$168K Hold
14,755
– – ﹤0.01% 1879
2025
Q2 		$161K Sell
14,755
-131
-0.9% -$1.42K ﹤0.01% 1796
2025
Q1 		$167K Sell
14,886
-1,000
-6% -$11.4K ﹤0.01% 1644
2024
Q4 		$179K Hold
15,886
– – ﹤0.01% 1621
2024
Q3 		$190K Hold
15,886
– – ﹤0.01% 1562
2024
Q2 		$182K Hold
15,886
– – ﹤0.01% 1538
2024
Q1 		$176K Buy
15,886
+550
+4% +$6.04K ﹤0.01% 1540
2023
Q4 		$169K Hold
15,336
– – ﹤0.01% 1489
2023
Q3 		$148K Sell
15,336
-9,566
-38% -$100K ﹤0.01% 1452
2023
Q2 		$272K Sell
24,902
-6,091
-20% -$66.6K ﹤0.01% 1270
2023
Q1 		$345K Buy
30,993
+19,421
+168% +$217K 0.01% 995
2022
Q4 		$132K Hold
11,572
– – ﹤0.01% 978
2022
Q3 		$123K Hold
11,572
– – ﹤0.01% 904
2022
Q2 		$136K Sell
11,572
-1,500
-11% -$18.3K ﹤0.01% 922
2022
Q1 		$172K Buy
13,072
+2,000
+18% +$27.9K 0.01% 892
2021
Q4 		$173K Buy
+11,072
New +$168K 0.01% 947

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

Integrated Wealth Concepts's NEA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 15% in Q2 2026, buying an estimated $24.6K and bringing the position to 16,895 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Integrated Wealth Concepts first reported a position in NEA in Q4 2021 and has held it in 19 quarters since. The position peaked at $968K in Q4 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Integrated Wealth Concepts held 16,895 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $198K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,140 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $24.6K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2231 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $968K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.