New England Private Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

New England Private Wealth 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 Q2	$225K	Hold	20,000	–	–	0.02%	198
2026 Q1	$225K	Buy	+20,000	New	+$233K	0.03%	184
2025 Q4	–	Sell	-20,000	Closed	-$228K	–	190
2025 Q3	$228K	Buy	20,000 +10,000	+100%	+$110K	0.03%	165
2025 Q2	$107K	Hold	10,000	–	–	0.02%	161
2025 Q1	$112K	Buy	+10,000	New	+$114K	0.02%	147
2020 Q3	–	Sell	-14,642	Closed	-$204K	–	82
2020 Q2	$204K	Hold	14,642	–	–	0.06%	77
2020 Q1	$198K	Hold	14,642	–	–	0.07%	75
2019 Q4	$211K	Hold	14,642	–	–	0.06%	73
2019 Q3	$210K	Hold	14,642	–	–	0.05%	153
2019 Q2	$202K	Hold	14,642	–	–	0.05%	159
2019 Q1	$196K	Hold	14,642	–	–	0.05%	151
2018 Q4	$180K	Hold	14,642	–	–	0.05%	138
2018 Q3	$185K	Hold	14,642	–	–	0.05%	150
2018 Q2	$190K	Hold	14,642	–	–	0.05%	144
2018 Q1	$190K	Hold	14,642	–	–	0.05%	144
2017 Q4	$201K	Sell	14,642 -1,527	-9%	-$20.9K	0.06%	139
2017 Q3	$224K	Buy	16,169 +1,527	+10%	+$21.2K	0.07%	127
2017 Q2	$200K	Hold	14,642	–	–	0.06%	135
2017 Q1	$196K	Buy	+14,642	New	+$195K	0.06%	130

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

New England Private Wealth Advisors's NEA Position: Q2 2026 in Review

New England Private Wealth Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 20,000 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #198.

New England Private Wealth Advisors first reported a position in NEA in Q1 2017 and has held it in 19 quarters since. The position peaked at $228K in Q3 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

New England Private Wealth Advisors held 20,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $225K as of Q2 2026.
New England Private Wealth Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #198 holding.
New England Private Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2017 and has held it in 19 quarters since.
New England Private Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $228K in Q3 2025.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.