Kingsview Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Kingsview Wealth 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 Q2	$912K	Buy	77,651 +146	+0.2%	+$1.68K	0.01%	776
2026 Q1	$870K	Buy	77,505 +12,296	+19%	+$143K	0.01%	723
2025 Q4	$758K	Buy	65,209 +1,752	+3%	+$20.2K	0.01%	717
2025 Q3	$723K	Buy	63,457 +54	+0.1%	+$594	0.01%	695
2025 Q2	$692K	Buy	63,403 +31,167	+97%	+$338K	0.01%	671
2025 Q1	$361K	Buy	+32,236	New	+$367K	0.01%	829

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

Kingsview Wealth Management's NEA Position: Q2 2026 in Review

Kingsview Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.19% in Q2 2026, buying an estimated $1.68K and bringing the position to 77,651 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #776.

Kingsview Wealth Management first reported a position in NEA in Q1 2025 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Kingsview Wealth Management held 77,651 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $912K as of Q2 2026.
Kingsview Wealth Management bought 146 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.68K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #776 holding.
Kingsview Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2025 and has held it in 6 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.