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

Modern 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	$1.06M	Sell	90,464 -13,092	-13%	-$150K	0.01%	510
2026 Q1	$1.18M	Sell	103,556 -10,600	-9%	-$123K	0.02%	386
2025 Q4	$1.33M	Sell	114,156 -11,010	-9%	-$127K	0.02%	357
2025 Q3	$1.43M	Hold	125,166	–	–	0.03%	330
2025 Q2	$1.37M	Sell	125,166 -7,000	-5%	-$75.9K	0.03%	319
2025 Q1	$1.48M	Sell	132,166 -8,368	-6%	-$95.3K	0.05%	248
2024 Q4	$1.59M	Buy	140,534 +124,158	+758%	+$1.44M	0.06%	206
2024 Q3	$196K	Hold	16,376	–	–	0.01%	417
2024 Q2	$188K	Buy	+16,376	New	+$179K	0.01%	384

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

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

Modern Wealth Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 13% in Q2 2026, selling an estimated $150K and leaving 90,464 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #510.

Modern Wealth Management first reported a position in NEA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2024. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Modern Wealth Management held 90,464 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.06M as of Q2 2026.
Modern Wealth Management sold 13,092 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $150K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #510 holding.
Modern Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.59M in Q4 2024.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.