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Pursuit Wealth Strategies’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Pursuit Wealth Strategies’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 		$511K Sell
43,517
-15,717
-27% -$181K 0.66% 40
2026
Q1 		$665K Sell
59,234
-10,188
-15% -$119K 0.92% 32
2025
Q4 		$807K Buy
+69,422
New +$799K 1.13% 28

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

Pursuit Wealth Strategies's NEA Position: Q2 2026 in Review

Pursuit Wealth Strategies reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 27% in Q2 2026, selling an estimated $181K and leaving 43,517 shares worth $511K. The position accounts for 0.66% of the portfolio, ranked #40.

Pursuit Wealth Strategies first reported a position in NEA in Q4 2025 and has held it in 3 quarters since. The position peaked at $807K in Q4 2025. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Pursuit Wealth Strategies held 43,517 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $511K as of Q2 2026.
  • Pursuit Wealth Strategies sold 15,717 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $181K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.66% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Pursuit Wealth Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $807K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.