Rothschild Investment LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Rothschild Investment LLC’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	$191K	Buy	17,007 +2,538	+18%	+$29.5K	0.01%	687
2025 Q4	$168K	Hold	14,469	–	–	0.01%	676
2025 Q3	$165K	Hold	14,469	–	–	0.01%	663
2025 Q2	$158K	Sell	14,469 -136,804	-90%	-$1.48M	0.01%	559
2025 Q1	$1.69M	Sell	151,273 -26,239	-15%	-$299K	0.11%	165
2024 Q4	$2M	Buy	177,512 +1,340	+0.8%	+$15.6K	0.13%	145
2024 Q3	$2.11M	Buy	176,172 +5,991	+4%	+$69.6K	0.14%	140
2024 Q2	$1.95M	Sell	170,181 -810	-0.5%	-$8.87K	0.14%	138
2024 Q1	$1.89M	Buy	170,991 +4,467	+3%	+$49K	0.14%	140
2023 Q4	$1.83M	Buy	+166,524	New	+$1.7M	0.15%	124

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's NEA Position: Q1 2026 in Review

Rothschild Investment LLC increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 18% in Q1 2026, buying an estimated $29.5K and bringing the position to 17,007 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #687.

Rothschild Investment LLC first reported a position in NEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2024. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Rothschild Investment LLC held 17,007 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $191K as of Q1 2026.
Rothschild Investment LLC bought 2,538 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $29.5K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #687 holding.
Rothschild Investment LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.11M in Q3 2024.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.