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

Plan Group Financial’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	–	Sell	-13,588	Closed	-$160K	–	247
2026 Q2	$160K	Hold	13,588	–	–	0.03%	241
2026 Q1	$153K	Hold	13,588	–	–	0.04%	224
2025 Q4	$158K	Hold	13,588	–	–	0.04%	199
2025 Q3	$155K	Buy	13,588 +1,307	+11%	+$14.4K	0.04%	182
2025 Q2	$134K	Buy	+12,281	New	+$133K	0.04%	157

Other funds holding NEA

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Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Plan Group Financial's NEA Position: Q3 2026 in Review

Plan Group Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026, closing a stake of 13,588 shares — an estimated $160K sold.

Plan Group Financial first reported a position in NEA in Q2 2025 and held it in 5 quarters. The position peaked at $160K in Q2 2026. 79 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Plan Group Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 13,588 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $160K.
Plan Group Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and held it in 5 quarters.
Plan Group Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $160K in Q2 2026.
79 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.