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

Larson Financial Group’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	$6.09K	Hold	519	–	–	﹤0.01%	2680
2026 Q1	$5.83K	Sell	519 -205	-28%	-$2.38K	﹤0.01%	2525
2025 Q4	$8.42K	Buy	724 +205	+39%	+$2.36K	﹤0.01%	2215
2025 Q3	$5.91K	Sell	519 -1,447	-74%	-$15.9K	﹤0.01%	2286
2025 Q2	$21.5K	Buy	1,966 +1,447	+279%	+$15.7K	﹤0.01%	1457
2025 Q1	$5.81K	Hold	519	–	–	﹤0.01%	1841
2024 Q4	$5.85K	Hold	519	–	–	﹤0.01%	1629
2024 Q3	$6.21K	Hold	519	–	–	﹤0.01%	1626
2024 Q2	$5.95K	Hold	519	–	–	﹤0.01%	1404
2024 Q1	$5.75K	Hold	519	–	–	﹤0.01%	1162
2023 Q4	$5.71K	Hold	519	–	–	﹤0.01%	1149
2023 Q3	$5.02K	Hold	519	–	–	﹤0.01%	1177
2023 Q2	$5.67K	Hold	519	–	–	﹤0.01%	1065
2023 Q1	$5.77K	Hold	519	–	–	﹤0.01%	1057
2022 Q4	$5.9K	Hold	519	–	–	﹤0.01%	995
2022 Q3	$6K	Hold	519	–	–	﹤0.01%	921
2022 Q2	$6K	Hold	519	–	–	﹤0.01%	835
2022 Q1	$7K	Hold	519	–	–	﹤0.01%	736
2021 Q4	$8K	Hold	519	–	–	﹤0.01%	729
2021 Q3	$8K	Buy	+519	New	+$8.2K	﹤0.01%	632

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

Larson Financial Group's NEA Position: Q2 2026 in Review

Larson Financial Group held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 519 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Larson Financial Group first reported a position in NEA in Q3 2021 and has held it in 20 quarters since. The position peaked at $21.5K in Q2 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Larson Financial Group held 519 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $6.09K as of Q2 2026.
Larson Financial Group left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2680 holding.
Larson Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and has held it in 20 quarters since.
Larson Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $21.5K in Q2 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.