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

Mascoma 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	$19.1K	Hold	1,630	–	–	﹤0.01%	266
2026 Q1	$18.3K	Hold	1,630	–	–	﹤0.01%	267
2025 Q4	$19K	Hold	1,630	–	–	﹤0.01%	264
2025 Q3	$18.6K	Hold	1,630	–	–	﹤0.01%	269
2025 Q2	$17.8K	Hold	1,630	–	–	﹤0.01%	272
2025 Q1	$18.3K	Hold	1,630	–	–	﹤0.01%	271
2024 Q4	$18.4K	Hold	1,630	–	–	﹤0.01%	279
2024 Q3	$19.5K	Hold	1,630	–	–	﹤0.01%	267
2024 Q2	$18.7K	Hold	1,630	–	–	0.01%	277
2024 Q1	$18K	Hold	1,630	–	–	0.01%	269
2023 Q4	$17.9K	Hold	1,630	–	–	0.01%	275
2023 Q3	$15.8K	Hold	1,630	–	–	﹤0.01%	292
2023 Q2	$17.3K	Hold	1,630	–	–	0.01%	278
2023 Q1	$18.1K	Hold	1,630	–	–	0.01%	350
2022 Q4	$18.5K	Hold	1,630	–	–	0.01%	342
2022 Q3	$17K	Hold	1,630	–	–	0.01%	342
2022 Q2	$19K	Buy	+1,630	New	+$19.9K	0.01%	346

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

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

Mascoma Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 1,630 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Mascoma Wealth Management first reported a position in NEA in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.5K in Q3 2024. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Mascoma Wealth Management held 1,630 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $19.1K as of Q2 2026.
Mascoma 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 ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #266 holding.
Mascoma Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 17 quarters since.
Mascoma Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $19.5K in Q3 2024.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.