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

Lido 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	$2.73M	Buy	230,798 +3,338	+1%	+$38.3K	0.01%	693
2026 Q1	$2.57M	Buy	227,460 +4,110	+2%	+$47.8K	0.01%	635
2025 Q4	$2.56M	Hold	223,350	–	–	0.01%	645
2025 Q3	$2.56M	Buy	223,350 +7,689	+4%	+$84.6K	0.01%	620
2025 Q2	$2.37M	Sell	215,661 -2,353	-1%	-$25.5K	0.01%	540
2025 Q1	$2.46M	Buy	218,014 +34	+0%	+$387	0.01%	495
2024 Q4	$2.46M	Buy	217,980 +67	+0%	+$779	0.01%	478
2024 Q3	$2.61M	Buy	217,913 +50	+0%	+$581	0.01%	413
2024 Q2	$2.51M	Sell	217,863 -25,202	-10%	-$276K	0.01%	404
2024 Q1	$2.7M	Sell	243,065 -9,070	-4%	-$99.5K	0.02%	374
2023 Q4	$2.77M	Buy	+252,135	New	+$2.57M	0.02%	350
2023 Q2	–	Sell	-11,988	Closed	-$133K	–	1273
2023 Q1	$133K	Buy	+11,988	New	+$134K	﹤0.01%	1062
2022 Q2	–	Sell	-13,637	Closed	-$179K	–	1022
2022 Q1	$179K	Buy	+13,637	New	+$190K	﹤0.01%	960

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

Lido Advisors's NEA Position: Q2 2026 in Review

Lido Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.5% in Q2 2026, buying an estimated $38.3K and bringing the position to 230,798 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #693.

Lido Advisors first reported a position in NEA in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.77M in Q4 2023. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Lido Advisors held 230,798 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.73M as of Q2 2026.
Lido Advisors bought 3,338 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $38.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #693 holding.
Lido Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and has held it in 13 quarters since.
Lido Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.77M in Q4 2023.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.