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

Provenance Wealth 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
Q1 		– Sell
-1,014
Closed -$11.4K – 574
2024
Q4 		$11.4K Hold
1,014
– – ﹤0.01% 305
2024
Q3 		$12.1K Buy
+1,014
New +$11.8K ﹤0.01% 325

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Provenance Wealth Advisors's NEA Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 1,014 shares — an estimated $11.4K sold.

Provenance Wealth Advisors first reported a position in NEA in Q3 2024 and held it in 2 quarters. The position peaked at $12.1K in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,014 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $11.4K.
  • Provenance Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $12.1K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.