Lantz Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lantz Financial’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	$247K	Buy	21,063 +4,400	+26%	+$50.5K	0.05%	236
2026 Q1	$187K	Hold	16,663	–	–	0.04%	237
2025 Q4	$194K	Buy	+16,663	New	+$192K	0.04%	245
2023 Q2	–	Sell	-10,210	Closed	-$114K	–	194
2023 Q1	$114K	Buy	10,210 +161	+2%	+$1.8K	0.05%	189
2022 Q4	$114K	Hold	10,049	–	–	0.05%	180
2022 Q3	$107K	Sell	10,049 -845	-8%	-$10.2K	0.06%	161
2022 Q2	$128K	Buy	+10,894	New	+$133K	0.06%	167

Other funds holding NEA

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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return