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Kingswood Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Kingswood Wealth 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
2025
Q3 		– Sell
-10,655
Closed -$116K – 827
2025
Q2 		$116K Hold
10,655
– – 0.01% 730
2025
Q1 		$119K Sell
10,655
-5,122
-32% -$58.3K 0.01% 700
2024
Q4 		$178K Buy
+15,777
New +$184K 0.01% 746

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kingswood Wealth Advisors's NEA Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 10,655 shares — an estimated $116K sold.

Kingswood Wealth Advisors first reported a position in NEA in Q4 2024 and held it in 3 quarters. The position peaked at $178K in Q4 2024. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,655 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $116K.
  • Kingswood Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $178K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.