Journey Strategic Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Journey Strategic Wealth’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
2025 Q3	–	Sell	-10,937	Closed	-$119K	–	756
2025 Q2	$119K	Sell	10,937 -2,089	-16%	-$22.6K	﹤0.01%	647
2025 Q1	$146K	Sell	13,026 -11,797	-48%	-$134K	0.01%	479
2024 Q4	$280K	Buy	+24,823	New	+$289K	0.01%	352
2024 Q2	–	Sell	-12,096	Closed	-$134K	–	411
2024 Q1	$134K	Sell	12,096 -1,687	-12%	-$18.5K	0.01%	303
2023 Q4	$152K	Sell	13,783 -60	-0.4%	-$612	0.01%	215
2023 Q3	$134K	Buy	+13,843	New	+$145K	0.01%	185

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Journey Strategic Wealth's NEA Position: Q3 2025 in Review

Journey Strategic Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 10,937 shares — an estimated $119K sold.

Journey Strategic Wealth first reported a position in NEA in Q3 2023 and held it in 6 quarters. The position peaked at $280K in Q4 2024. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

Journey Strategic Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Journey Strategic Wealth sold 10,937 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $119K.
Journey Strategic Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and held it in 6 quarters.
Journey Strategic Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $280K in Q4 2024.
285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.