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Invariant Investment Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Invariant Investment 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
Q3 		$190K Buy
+18,837
New +$209K 0.11% 67

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
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Invariant Investment Management's NEA Position: Q3 2026 in Review

Invariant Investment Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026: 18,837 shares worth $190K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings.

15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • Invariant Investment Management held 18,837 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $190K as of Q3 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Invariant Investment Management position in Q3 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.11% of Invariant Investment Management's portfolio in Q3 2026, its #67 holding.
  • 15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Invariant Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.