Sightline Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sightline Wealth 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	$217K	Buy	18,486 +3,329	+22%	+$38.2K	0.08%	86
2026 Q1	$170K	Buy	15,157 +173	+1%	+$2.01K	0.07%	86
2025 Q4	$174K	Buy	+14,984	New	+$172K	0.07%	93
2021 Q2	–	Sell	-11,418	Closed	-$169K	–	56
2021 Q1	$169K	Sell	11,418 -5,295	-32%	-$78.4K	0.16%	49
2020 Q4	$252K	Buy	+16,713	New	+$244K	0.25%	45

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

Sightline Wealth Advisors's NEA Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 22% in Q2 2026, buying an estimated $38.2K and bringing the position to 18,486 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #86.

Sightline Wealth Advisors first reported a position in NEA in Q4 2020 and has held it in 5 quarters since. The position peaked at $252K in Q4 2020. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Sightline Wealth Advisors held 18,486 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $217K as of Q2 2026.
Sightline Wealth Advisors bought 3,329 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $38.2K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.08% of Sightline Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Sightline Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 5 quarters since.
Sightline Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $252K in Q4 2020.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.