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Sequoia Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sequoia Financial 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
2026
Q2 		$387K Buy
+33,000
New +$379K ﹤0.01% 1505

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MFG
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SWM
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BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sequoia Financial Advisors's NEA Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 33,000 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

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

  • Sequoia Financial Advisors held 33,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $387K as of Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Sequoia Financial Advisors position in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1505 holding.
  • 80 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.