Kestra Advisory Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Kestra Advisory Services’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	$4.99M	Sell	497,725 -41,306	-8%	-$458K	0.01%	898
2026 Q2	$6.33M	Buy	539,031 +99,432	+23%	+$1.14M	0.02%	711
2026 Q1	$4.97M	Buy	439,599 +163,738	+59%	+$1.9M	0.02%	788
2025 Q4	$3.21M	Buy	275,861 +99,367	+56%	+$1.14M	0.01%	960
2025 Q3	$2.01M	Sell	176,494 -32,063	-15%	-$353K	0.01%	1144
2025 Q2	$2.28M	Buy	208,557 +35,312	+20%	+$383K	0.01%	1012
2025 Q1	$1.94M	Buy	173,245 +4,418	+3%	+$50.3K	0.01%	1000
2024 Q4	$1.9M	Sell	168,827 -56,580	-25%	-$658K	0.01%	1029
2024 Q3	$2.7M	Buy	225,407 +21,670	+11%	+$252K	0.01%	813
2024 Q2	$2.13M	Buy	203,737 +9,201	+5%	+$101K	0.01%	929
2024 Q1	$2.15M	Buy	194,536 +2,655	+1%	+$29.1K	0.01%	841
2023 Q4	$2.11M	Buy	191,881 +18,091	+10%	+$185K	0.02%	773
2023 Q3	$1.68M	Sell	173,790 -19,680	-10%	-$207K	0.02%	754
2023 Q2	$2.12M	Buy	193,470 +20,308	+12%	+$222K	0.02%	645
2023 Q1	$1.93M	Buy	173,162 +3,209	+2%	+$35.8K	0.02%	660
2022 Q4	$1.93M	Sell	169,953 -11,916	-7%	-$130K	0.02%	763
2022 Q3	$1.93M	Sell	181,869 -595	-0.3%	-$7.15K	0.02%	676
2022 Q2	$2.14M	Sell	182,464 -16,813	-8%	-$205K	0.02%	651
2022 Q1	$2.62M	Buy	199,277 +5,088	+3%	+$70.9K	0.03%	583
2021 Q4	$3.03M	Sell	194,189 -10,292	-5%	-$157K	0.03%	540
2021 Q3	$3.11M	Buy	204,481 +61,563	+43%	+$973K	0.03%	547
2021 Q2	$2.24M	Buy	142,918 +15,718	+12%	+$239K	0.03%	606
2021 Q1	$1.88M	Sell	127,200 -25,007	-16%	-$370K	0.02%	624
2020 Q4	$2.28M	Buy	152,207 +72,690	+91%	+$1.06M	0.03%	557
2020 Q3	$1.15M	Buy	+79,517	New	+$1.14M	0.02%	581

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Kestra Advisory Services's NEA Position: Q3 2026 in Review

Kestra Advisory Services reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 7.7% in Q3 2026, selling an estimated $458K and leaving 497,725 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #898.

Kestra Advisory Services first reported a position in NEA in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.33M in Q2 2026. 121 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Kestra Advisory Services held 497,725 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $4.99M as of Q3 2026.
Kestra Advisory Services sold 41,306 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $458K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #898 holding.
Kestra Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6.33M in Q2 2026.
121 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.