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PKS Advisory Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

PKS Advisory 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
2025
Q4 		– Sell
-11,408
Closed -$130K – 263
2025
Q3 		$130K Sell
11,408
-604
-5% -$6.64K 0.03% 238
2025
Q2 		$131K Sell
12,012
-1,010
-8% -$10.9K 0.03% 252
2025
Q1 		$146K Hold
13,022
– – 0.04% 234
2024
Q4 		$147K Buy
+13,022
New +$151K 0.04% 238

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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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
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
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PKS Advisory Services's NEA Position: Q4 2025 in Review

PKS Advisory Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 11,408 shares — an estimated $130K sold.

PKS Advisory Services first reported a position in NEA in Q4 2024 and held it in 4 quarters. The position peaked at $147K in Q4 2024. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • PKS Advisory Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • PKS Advisory Services sold 11,408 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $130K.
  • PKS Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 4 quarters.
  • PKS Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $147K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on PKS Advisory Services's 13F filing for Q4 2025, filed 2 Feb 2026.