Shufro Rose & Co’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Shufro Rose & Co’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	$241K	Sell	21,500 -1,743	-7%	-$20.3K	0.02%	265
2025 Q4	$270K	Buy	23,243 +3,743	+19%	+$43.1K	0.02%	245
2025 Q3	$218K	Hold	19,500	–	–	0.02%	276
2025 Q2	$218K	Hold	19,500	–	–	0.02%	272
2025 Q1	$218K	Hold	19,500	–	–	0.02%	274
2024 Q4	$220K	Hold	19,500	–	–	0.02%	265
2024 Q3	$223K	Hold	19,500	–	–	0.02%	273
2024 Q2	$223K	Hold	19,500	–	–	0.02%	273
2024 Q1	$216K	Hold	19,500	–	–	0.02%	271
2023 Q4	$189K	Hold	19,500	–	–	0.02%	274
2023 Q3	$189K	Buy	+19,500	New	+$205K	0.02%	273
2022 Q4	–	Sell	-10,043	Closed	-$106K	–	353
2022 Q3	$106K	Hold	10,043	–	–	0.01%	300
2022 Q2	$118K	Hold	10,043	–	–	0.01%	289
2022 Q1	$132K	Hold	10,043	–	–	0.01%	302
2021 Q4	$157K	Buy	+10,043	New	+$153K	0.01%	285

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

Shufro Rose & Co's NEA Position: Q1 2026 in Review

Shufro Rose & Co reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 7.5% in Q1 2026, selling an estimated $20.3K and leaving 21,500 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #265.

Shufro Rose & Co first reported a position in NEA in Q4 2021 and has held it in 15 quarters since. The position peaked at $270K in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Shufro Rose & Co held 21,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $241K as of Q1 2026.
Shufro Rose & Co sold 1,743 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $20.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #265 holding.
Shufro Rose & Co first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 15 quarters since.
Shufro Rose & Co's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $270K in Q4 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.