Intellectus Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Intellectus Partners’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	$2.81M	Buy	237,833 +34,210	+17%	+$393K	0.49%	45
2026 Q1	$2.3M	Buy	203,623 +6,141	+3%	+$71.4K	0.47%	55
2025 Q4	$2.3M	Buy	197,482 +28,973	+17%	+$333K	0.44%	61
2025 Q3	$1.93M	Buy	168,509 +16,329	+11%	+$180K	0.37%	71
2025 Q2	$1.67M	Buy	+152,180	New	+$1.65M	0.36%	76

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

Intellectus Partners's NEA Position: Q2 2026 in Review

Intellectus Partners increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 17% in Q2 2026, buying an estimated $393K and bringing the position to 237,833 shares worth $2.81M. The position accounts for 0.49% of the portfolio, ranked #45.

Intellectus Partners first reported a position in NEA in Q2 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Intellectus Partners held 237,833 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.81M as of Q2 2026.
Intellectus Partners bought 34,210 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $393K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.49% of Intellectus Partners's portfolio in Q2 2026, its #45 holding.
Intellectus Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.