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

PFG 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
2025 Q4	–	Sell	-18,650	Closed	-$212K	–	834
2025 Q3	$212K	Sell	18,650 -1,000	-5%	-$11K	0.01%	785
2025 Q2	$215K	Buy	19,650 +2,350	+14%	+$25.5K	0.01%	588
2025 Q1	$194K	Hold	17,300	–	–	0.01%	686
2024 Q4	$195K	Sell	17,300 -3,700	-18%	-$43K	0.01%	677
2024 Q3	$251K	Hold	21,000	–	–	0.02%	632
2024 Q2	$241K	Buy	21,000 +900	+4%	+$9.85K	0.02%	610
2024 Q1	$223K	Buy	20,100 +4,065	+25%	+$44.6K	0.02%	602
2023 Q4	$176K	Buy	16,035 +3,000	+23%	+$30.6K	0.01%	597
2023 Q3	$126K	Buy	13,035 +400	+3%	+$4.2K	0.01%	586
2023 Q2	$138K	Buy	12,635 +1,000	+9%	+$10.9K	0.01%	653
2023 Q1	$129K	Buy	11,635 +1,000	+9%	+$11.2K	0.01%	620
2022 Q4	$121K	Buy	+10,635	New	+$116K	0.01%	548

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PFG Advisors's NEA Position: Q4 2025 in Review

PFG Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 18,650 shares — an estimated $212K sold.

PFG Advisors first reported a position in NEA in Q4 2022 and held it in 12 quarters. The position peaked at $251K in Q3 2024. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

PFG Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
PFG Advisors sold 18,650 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $212K.
PFG Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 12 quarters.
PFG Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $251K in Q3 2024.
292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.