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LaSalle St. Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

LaSalle St. Investment 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
Q1 		$147K Buy
+13,128
New +$153K 0.02% 398
2025
Q4 		– Sell
-12,676
Closed -$144K – 379
2025
Q3 		$144K Buy
+12,676
New +$139K 0.03% 343

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LaSalle St. Investment Advisors's NEA Position: Q1 2026 in Review

LaSalle St. Investment Advisors opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026: 13,128 shares worth $147K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings. This is a return to the name: LaSalle St. Investment Advisors previously reported a position in NEA as recently as Q3 2025.

LaSalle St. Investment Advisors first reported a position in NEA in Q3 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • LaSalle St. Investment Advisors held 13,128 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $147K as of Q1 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new LaSalle St. Investment Advisors position in Q1 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #398 holding.
  • LaSalle St. Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.