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

MBA 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 Q3	$936K	Hold	94,110	–	–	0.31%	61
2026 Q2	$1.1M	Buy	+94,110	New	+$1.08M	0.37%	55
2025 Q4	–	Sell	-20,000	Closed	-$228K	–	144
2025 Q3	$228K	Hold	20,000	–	–	0.1%	130
2025 Q2	$218K	Hold	20,000	–	–	0.1%	129
2025 Q1	$224K	Buy	20,000 +1,600	+9%	+$18.2K	0.11%	124
2024 Q4	$208K	Hold	18,400	–	–	0.1%	125
2024 Q3	$220K	Hold	18,400	–	–	0.11%	122
2024 Q2	$211K	Hold	18,400	–	–	0.11%	121
2024 Q1	$204K	Hold	18,400	–	–	0.11%	125
2023 Q4	$202K	Hold	18,400	–	–	0.11%	121
2023 Q3	$178K	Hold	18,400	–	–	0.11%	115
2023 Q2	$201K	Sell	18,400 -9,500	-34%	-$104K	0.12%	118
2023 Q1	$310K	Hold	27,900	–	–	0.19%	93
2022 Q4	$317K	Hold	27,900	–	–	0.21%	92
2022 Q3	$296K	Hold	27,900	–	–	0.21%	93
2022 Q2	$328K	Hold	27,900	–	–	0.23%	89
2022 Q1	$367K	Hold	27,900	–	–	0.23%	98
2021 Q4	$435K	Hold	27,900	–	–	0.27%	90
2021 Q3	$424K	Hold	27,900	–	–	0.31%	82
2021 Q2	$438K	Hold	27,900	–	–	0.2%	85
2021 Q1	$413K	Buy	+27,900	New	+$413K	0.23%	83

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MBA Advisors's NEA Position: Q3 2026 in Review

MBA Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2026 at 94,110 shares worth $936K. The position accounts for 0.31% of the portfolio, ranked #61.

MBA Advisors first reported a position in NEA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2026. 137 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

MBA Advisors held 94,110 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $936K as of Q3 2026.
MBA Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.31% of MBA Advisors's portfolio in Q3 2026, its #61 holding.
MBA Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 21 quarters since.
MBA Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.1M in Q2 2026.
137 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.