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

Merit Financial 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
2026 Q2	$4.25M	Buy	362,233 +271	+0.1%	+$3.11K	0.03%	482
2026 Q1	$4.06M	Sell	361,962 -1,466	-0.4%	-$17.1K	0.03%	448
2025 Q4	$4.23M	Sell	363,428 -30,471	-8%	-$351K	0.03%	398
2025 Q3	$4.49M	Sell	393,899 -33,356	-8%	-$367K	0.04%	335
2025 Q2	$4.67M	Buy	427,255 +29,223	+7%	+$317K	0.05%	298
2025 Q1	$4.46M	Buy	398,032 +114,281	+40%	+$1.3M	0.07%	245
2024 Q4	$3.2M	Buy	283,751 +155,012	+120%	+$1.8M	0.06%	261
2024 Q3	$1.54M	Sell	128,739 -15,057	-10%	-$175K	0.03%	323
2024 Q2	$1.65M	Sell	143,796 -27,740	-16%	-$304K	0.04%	304
2024 Q1	$1.84M	Sell	171,536 -13,613	-7%	-$149K	0.04%	275
2023 Q4	$2.04M	Buy	+185,149	New	+$1.89M	0.06%	205

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

Merit Financial Group's NEA Position: Q2 2026 in Review

Merit Financial Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.07% in Q2 2026, buying an estimated $3.11K and bringing the position to 362,233 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #482.

Merit Financial Group first reported a position in NEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.67M in Q2 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Merit Financial Group held 362,233 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $4.25M as of Q2 2026.
Merit Financial Group bought 271 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $3.11K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #482 holding.
Merit Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.67M in Q2 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.