Marex Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Marex Group’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	-30,801	Closed	-$345K	–	844
2025 Q1	$345K	Sell	30,801 -110,593	-78%	-$1.26M	0.01%	425
2024 Q4	$1.59M	Buy	141,394 +88,394	+167%	+$1.03M	0.03%	183
2024 Q3	$634K	Buy	53,000 +29,000	+121%	+$337K	0.01%	270
2024 Q2	$275K	Buy	+24,000	New	+$263K	0.01%	431
2024 Q1	–	Sell	-11,200	Closed	-$123K	–	613
2023 Q4	$123K	Buy	+11,200	New	+$114K	﹤0.01%	485

Other funds holding NEA

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

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

BlackRock New York $6.73T AUM 46.02% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Marex Group's NEA Position: Q2 2025 in Review

Marex Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 30,801 shares — an estimated $345K sold.

Marex Group first reported a position in NEA in Q4 2023 and held it in 5 quarters. The position peaked at $1.59M in Q4 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Marex Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Marex Group sold 30,801 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $345K.
Marex Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 5 quarters.
Marex Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.59M in Q4 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Marex Group's 13F filing for Q2 2025, filed 19 Aug 2025.