PSFG
NEA icon

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

Park Square 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
2025
Q3 		– Sell
-3,628
Closed -$39.6K – 705
2025
Q2 		$39.6K Hold
3,628
– – 0.03% 340
2025
Q1 		$40.6K Sell
3,628
-1,000
-22% -$11.4K 0.03% 299
2024
Q4 		$52.2K Buy
+4,628
New +$53.8K 0.04% 259

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Park Square Financial Group's NEA Position: Q3 2025 in Review

Park Square Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 3,628 shares — an estimated $39.6K sold.

Park Square Financial Group first reported a position in NEA in Q4 2024 and held it in 3 quarters. The position peaked at $52.2K in Q4 2024. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Park Square Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,628 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $39.6K.
  • Park Square Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $52.2K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.