Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$14.1K Hold
1,413
– – ﹤0.01% 1938
2026
Q2 		$16.6K Sell
1,413
-319
-18% -$3.66K ﹤0.01% 1862
2026
Q1 		$19.4K Sell
1,732
-713
-29% -$8.3K ﹤0.01% 1709
2025
Q4 		$28.4K Buy
+2,445
New +$28.1K ﹤0.01% 1544
2024
Q3 		– Sell
-11,615
Closed -$133K – 549
2024
Q2 		$133K Sell
11,615
-24
-0.2% -$263 0.02% 458
2024
Q1 		$129K Buy
+11,639
New +$128K 0.02% 467
2023
Q4 		– Sell
-10,516
Closed -$102K – 508
2023
Q3 		$102K Sell
10,516
-775
-7% -$8.14K 0.02% 418
2023
Q2 		$123K Buy
+11,291
New +$123K 0.02% 412
2022
Q4 		– Sell
-10,328
Closed -$109K – 477
2022
Q3 		$109K Sell
10,328
-20
-0.2% -$240 0.02% 360
2022
Q2 		$122K Sell
10,348
-1,263
-11% -$15.4K 0.02% 372
2022
Q1 		$153K Sell
11,611
-53
-0.5% -$739 0.03% 387
2021
Q4 		$182K Sell
11,664
-461
-4% -$7.02K 0.04% 372
2021
Q3 		$184K Buy
12,125
+667
+6% +$10.5K 0.04% 334
2021
Q2 		$180K Sell
11,458
-26
-0.2% -$396 0.04% 324
2021
Q1 		$170K Buy
11,484
+1,073
+10% +$15.9K 0.04% 311
2020
Q4 		$157K Buy
10,411
+179
+2% +$2.61K 0.04% 333
2020
Q3 		$146K Sell
10,232
-2,264
-18% -$32.5K 0.05% 252
2020
Q2 		$174K Buy
12,496
+453
+4% +$6.12K 0.06% 235
2020
Q1 		$162K Sell
12,043
-2,833
-19% -$40.3K 0.08% 203
2019
Q4 		$213K Buy
14,876
+4,236
+40% +$60.2K 0.1% 202
2019
Q3 		$152K Sell
10,640
-2,543
-19% -$36K 0.08% 191
2019
Q2 		$183K Buy
13,183
+456
+4% +$6.13K 0.11% 162
2019
Q1 		$170K Buy
+12,727
New +$165K 0.11% 153
2018
Q4 		– Sell
-14,039
Closed -$178K – 178
2018
Q3 		$178K Buy
14,039
+10
+0.1% +$129 0.16% 165
2018
Q2 		$182K Sell
14,029
-146
-1% -$1.89K 0.18% 168
2018
Q1 		$184K Buy
14,175
+11,751
+485% +$155K 0.19% 164
2017
Q4 		$33K Buy
+2,424
New +$33.3K 0.07% 135

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Eagle Bluffs Wealth Management
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Commonwealth Equity Services
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Verus Capital Partners
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Merit Financial Group
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Pinnacle Wealth Planning Services's NEA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2026 at 1,413 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Pinnacle Wealth Planning Services first reported a position in NEA in Q4 2017 and has held it in 27 quarters since. The position peaked at $213K in Q4 2019. 168 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,413 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $14.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1938 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $213K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.