LWA
NEA icon

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

LifeGoal Wealth 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
2025
Q2 		– Sell
-14,522
Closed -$163K – 70
2025
Q1 		$163K Hold
14,522
– – 0.18% 62
2024
Q4 		$164K Buy
+14,522
New +$169K 0.18% 60

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LifeGoal Wealth Advisors's NEA Position: Q2 2025 in Review

LifeGoal Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 14,522 shares — an estimated $163K sold.

LifeGoal Wealth Advisors first reported a position in NEA in Q4 2024 and held it in 2 quarters. The position peaked at $164K in Q4 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

  • LifeGoal Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 14,522 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $163K.
  • LifeGoal Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • LifeGoal Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $164K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.