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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
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 $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pursuit Wealth Strategies's NEA Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 15% in Q1 2026, selling an estimated $119K and leaving 59,234 shares worth $665K. The position accounts for 0.92% of the portfolio, ranked #32.

Pursuit Wealth Strategies first reported a position in NEA in Q4 2025 and has held it in 2 quarters since. The position peaked at $807K in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Pursuit Wealth Strategies held 59,234 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $665K as of Q1 2026.
  • Pursuit Wealth Strategies sold 10,188 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $119K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.92% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #32 holding.
  • Pursuit Wealth Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $807K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.