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Prospera Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Prospera Financial 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
Q2 		$1.13M Buy
96,074
+1,982
+2% +$22.8K 0.02% 714
2026
Q1 		$1.06M Buy
94,092
+427
+0.5% +$4.97K 0.02% 686
2025
Q4 		$1.09M Sell
93,665
-889
-0.9% -$10.2K 0.02% 651
2025
Q3 		$1.08M Buy
94,554
+1,962
+2% +$21.6K 0.02% 655
2025
Q2 		$1.01M Buy
92,592
+1,299
+1% +$14.1K 0.02% 651
2025
Q1 		$1.02M Buy
91,293
+19
+0% +$216 0.02% 559
2024
Q4 		$1.03M Buy
91,274
+58
+0.1% +$675 0.02% 539
2024
Q3 		$1.09M Sell
91,216
-973
-1% -$11.3K 0.03% 486
2024
Q2 		$1.06M Sell
92,189
-7,297
-7% -$79.9K 0.03% 487
2024
Q1 		$1.1M Buy
99,486
+8,726
+10% +$95.8K 0.03% 469
2023
Q4 		$998K Buy
+90,760
New +$926K 0.03% 470
2022
Q4 		– Sell
-33,439
Closed -$354K – 936
2022
Q3 		$354K Buy
+33,439
New +$402K 0.02% 607
2022
Q2 		– Sell
-37,434
Closed -$492K – 2252
2022
Q1 		$492K Buy
37,434
+1,763
+5% +$24.6K 0.02% 599
2021
Q4 		$556K Buy
35,671
+1,728
+5% +$26.3K 0.02% 545
2021
Q3 		$516K Buy
33,943
+5,505
+19% +$87K 0.03% 530
2021
Q2 		$447K Buy
28,438
+3,720
+15% +$56.6K 0.02% 555
2021
Q1 		$366K Buy
24,718
+6,007
+32% +$89K 0.02% 567
2020
Q4 		$283K Buy
18,711
+333
+2% +$4.85K 0.02% 551
2020
Q3 		$264K Buy
+18,378
New +$264K 0.1% 179
2016
Q4 		– Sell
-13,485
Closed -$197K – 405
2016
Q3 		$197K Buy
+13,485
New +$201K 0.04% 356

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prospera Financial Services's NEA Position: Q2 2026 in Review

Prospera Financial Services increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.1% in Q2 2026, buying an estimated $22.8K and bringing the position to 96,074 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #714.

Prospera Financial Services first reported a position in NEA in Q3 2016 and has held it in 20 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Prospera Financial Services held 96,074 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.13M as of Q2 2026.
  • Prospera Financial Services bought 1,982 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $22.8K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #714 holding.
  • Prospera Financial Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 20 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.