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Lifetime Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lifetime Wealth Management’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 		$628K Hold
53,500
– – 0.37% 56
2026
Q1 		$601K Sell
53,500
-2,500
-4% -$29.1K 0.34% 61
2025
Q4 		$651K Buy
+56,000
New +$645K 0.41% 60

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifetime Wealth Management's NEA Position: Q2 2026 in Review

Lifetime Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 53,500 shares worth $628K. The position accounts for 0.37% of the portfolio, ranked #56.

Lifetime Wealth Management first reported a position in NEA in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Lifetime Wealth Management held 53,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $628K as of Q2 2026.
  • Lifetime Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.37% of Lifetime Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Lifetime Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $651K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.