Root Financial Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Root Financial Partners’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	$120K	Buy	+10,244	New	+$118K	﹤0.01%	401

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's NEA Position: Q2 2026 in Review

Root Financial Partners opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 10,244 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Root Financial Partners held 10,244 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $120K as of Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Root Financial Partners position in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q2 2026, its #401 holding.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.