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J.W. Cole Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

J.W. Cole Advisors’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 		$516K Buy
+43,954
New +$505K 0.01% 994
2026
Q1 		– Sell
-42,982
Closed -$500K – 1222
2025
Q4 		$500K Sell
42,982
-4,597
-10% -$52.9K 0.01% 907
2025
Q3 		$542K Sell
47,579
-4,950
-9% -$54.4K 0.01% 962
2025
Q2 		$574K Buy
52,529
+1,264
+2% +$13.7K 0.01% 870
2025
Q1 		$574K Buy
51,265
+38,359
+297% +$437K 0.02% 723
2024
Q4 		$146K Sell
12,906
-313
-2% -$3.64K 0.01% 924
2024
Q3 		$158K Buy
13,219
+76
+0.6% +$883 0.01% 912
2024
Q2 		$151K Buy
13,143
+56
+0.4% +$613 0.01% 862
2024
Q1 		$145K Sell
13,087
-4,718
-26% -$51.8K 0.01% 846
2023
Q4 		$196K Buy
+17,805
New +$182K 0.01% 767
2023
Q1 		– Sell
-10,987
Closed -$125K – 798
2022
Q4 		$125K Buy
10,987
+26
+0.2% +$284 0.01% 711
2022
Q3 		$116K Buy
10,961
+20
+0.2% +$240 0.01% 688
2022
Q2 		$129K Sell
10,941
-1,197
-10% -$14.6K 0.01% 697
2022
Q1 		$159K Sell
12,138
-427
-3% -$5.95K 0.01% 765
2021
Q4 		$196K Buy
12,565
+41
+0.3% +$624 0.01% 785
2021
Q3 		$190K Buy
12,524
+29
+0.2% +$458 0.01% 451
2021
Q2 		$196K Buy
12,495
+368
+3% +$5.6K 0.02% 705
2021
Q1 		$180K Buy
+12,127
New +$180K 0.02% 636
2020
Q4 		– Sell
-40,701
Closed -$584K – 787
2020
Q3 		$584K Buy
+40,701
New +$584K 0.04% 379

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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

J.W. Cole Advisors's NEA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 43,954 shares worth $516K. The stake represents 0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NEA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NEA in Q3 2020 and has held it in 19 quarters since. The position peaked at $584K in Q3 2020. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • J.W. Cole Advisors held 43,954 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $516K as of Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #994 holding.
  • J.W. Cole Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 19 quarters since.
  • J.W. Cole Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $584K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.