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

MOTCO’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	–	Sell	-636	Closed	-$7.14K	–	878
2026 Q1	$7.14K	Hold	636	–	–	﹤0.01%	480
2025 Q4	$7.4K	Hold	636	–	–	﹤0.01%	494
2025 Q3	$7.24K	Sell	636 -5,021	-89%	-$55.2K	﹤0.01%	491
2025 Q2	$60.8K	Hold	5,657	–	–	0.01%	292
2025 Q1	$63.4K	Hold	5,657	–	–	0.01%	269
2024 Q4	$63.8K	Hold	5,657	–	–	0.01%	264
2024 Q3	$67.7K	Buy	+5,657	New	+$65.7K	0.01%	297

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

MOTCO's NEA Position: Q2 2026 in Review

MOTCO sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 636 shares — an estimated $7.14K sold.

MOTCO first reported a position in NEA in Q3 2024 and held it in 7 quarters. The position peaked at $67.7K in Q3 2024. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

MOTCO reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
MOTCO sold 636 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $7.14K.
MOTCO first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 7 quarters.
MOTCO's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $67.7K in Q3 2024.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.