Leo Wealth LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Leo Wealth LLC’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	$3.18M	Buy	283,141 +51,617	+22%	+$600K	0.23%	84
2025 Q4	$2.69M	Buy	231,524 +70,403	+44%	+$810K	0.2%	93
2025 Q3	$1.84M	Sell	161,121 -47,280	-23%	-$520K	0.24%	80
2025 Q2	$2.28M	Buy	208,401 +51,696	+33%	+$560K	0.18%	103
2025 Q1	$1.76M	Sell	156,705 -41,367	-21%	-$471K	0.25%	76
2024 Q4	$2.23M	Buy	198,072 +4,042	+2%	+$47K	0.2%	88
2024 Q3	$2.32M	Buy	194,030 +17,175	+10%	+$200K	0.21%	80
2024 Q2	$2.03M	Buy	+176,855	New	+$1.94M	0.21%	83

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leo Wealth LLC's NEA Position: Q1 2026 in Review

Leo Wealth LLC increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 22% in Q1 2026, buying an estimated $600K and bringing the position to 283,141 shares worth $3.18M. The position accounts for 0.23% of the portfolio, ranked #84.

Leo Wealth LLC first reported a position in NEA in Q2 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Leo Wealth LLC held 283,141 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.18M as of Q1 2026.
Leo Wealth LLC bought 51,617 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $600K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.23% of Leo Wealth LLC's portfolio in Q1 2026, its #84 holding.
Leo Wealth LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.