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

Kovack 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	$667K	Buy	56,864 +115	+0.2%	+$1.32K	0.03%	520
2026 Q1	$639K	Sell	56,749 -368	-0.6%	-$4.28K	0.03%	515
2025 Q4	$664K	Buy	+57,117	New	+$657K	0.03%	498
2025 Q2	–	Sell	-11,681	Closed	-$131K	–	640
2025 Q1	$131K	Buy	11,681 +44	+0.4%	+$501	0.01%	559
2024 Q4	$131K	Buy	+11,637	New	+$135K	0.01%	593
2018 Q2	–	Sell	-12,638	Closed	-$164K	–	500
2018 Q1	$164K	Sell	12,638 -12,641	-50%	-$167K	0.04%	447
2017 Q4	$348K	Buy	+25,279	New	+$347K	0.09%	266
2017 Q3	–	Sell	-14,355	Closed	-$197K	–	406
2017 Q2	$197K	Sell	14,355 -1,757	-11%	-$23.9K	0.06%	336
2017 Q1	$215K	Sell	16,112 -14,325	-47%	-$190K	0.08%	257
2016 Q4	$406K	Buy	+30,437	New	+$411K	0.19%	127

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

Kovack Advisors's NEA Position: Q2 2026 in Review

Kovack Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.2% in Q2 2026, buying an estimated $1.32K and bringing the position to 56,864 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #520.

Kovack Advisors first reported a position in NEA in Q4 2016 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Kovack Advisors held 56,864 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $667K as of Q2 2026.
Kovack Advisors bought 115 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.32K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #520 holding.
Kovack Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 10 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.