Sheaff Brock Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$125K	Hold	11,141	–	–	0.01%	431
2024 Q4	$126K	Hold	11,141	–	–	0.01%	424
2024 Q3	$133K	Hold	11,141	–	–	0.01%	428
2024 Q2	$128K	Hold	11,141	–	–	0.01%	418
2024 Q1	$123K	Hold	11,141	–	–	0.01%	470
2023 Q4	$123K	Hold	11,141	–	–	0.01%	444
2023 Q3	$108K	Hold	11,141	–	–	0.01%	428
2023 Q2	$122K	Hold	11,141	–	–	0.01%	450
2023 Q1	$124K	Hold	11,141	–	–	0.01%	471
2022 Q4	$127K	Hold	11,141	–	–	0.01%	451
2022 Q3	$118K	Hold	11,141	–	–	0.01%	456
2022 Q2	$131K	Hold	11,141	–	–	0.01%	464
2022 Q1	$146K	Hold	11,141	–	–	0.01%	502
2021 Q4	$174K	Hold	11,141	–	–	0.01%	502
2021 Q3	$169K	Hold	11,141	–	–	0.01%	512
2021 Q2	$175K	Hold	11,141	–	–	0.01%	484
2021 Q1	$165K	Buy	+11,141	New	+$165K	0.01%	460
2019 Q3	–	Sell	-16,186	Closed	-$224K	–	486
2019 Q2	$224K	Hold	16,186	–	–	0.02%	399
2019 Q1	$216K	Hold	16,186	–	–	0.03%	416
2018 Q4	$199K	Hold	16,186	–	–	0.03%	398
2018 Q3	$205K	Sell	16,186 -5,643	-26%	-$73K	0.02%	444
2018 Q2	$284K	Sell	21,829 -5,206	-19%	-$67.3K	0.03%	375
2018 Q1	$351K	Sell	27,035 -176	-0.6%	-$2.32K	0.04%	325
2017 Q4	$374K	Buy	27,211 +3,647	+15%	+$50K	0.05%	306
2017 Q3	$326K	Hold	23,564	–	–	0.04%	344
2017 Q2	$323K	Buy	23,564 +5,076	+27%	+$69.1K	0.04%	368
2017 Q1	$247K	Sell	18,488 -4,076	-18%	-$54.1K	0.03%	448
2016 Q4	$301K	Buy	22,564 +1,526	+7%	+$20.6K	0.04%	400
2016 Q3	$307K	Buy	21,038 +9,747	+86%	+$145K	0.04%	347
2016 Q2	$169K	Hold	11,291	–	–	0.02%	510
2016 Q1	$160K	Hold	11,291	–	–	0.02%	520
2015 Q4	$156K	Buy	+11,291	New	+$150K	0.02%	548

Other funds holding NEA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Sheaff Brock Investment Advisors's NEA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q1 2025 at 11,141 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #431.

Sheaff Brock Investment Advisors first reported a position in NEA in Q4 2015 and has held it in 32 quarters since. The position peaked at $374K in Q4 2017. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Sheaff Brock Investment Advisors held 11,141 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $125K as of Q1 2025.
Sheaff Brock Investment Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2025.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #431 holding.
Sheaff Brock Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2015 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $374K in Q4 2017.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.