SCA
NEA icon

SMH Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SMH Capital 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 		$139K Hold
11,798
– – 0.54% 47
2026
Q1 		$132K Sell
11,798
-403
-3% -$4.69K 0.37% 46
2025
Q4 		$142K Hold
12,201
– – 0.29% 50
2025
Q3 		$142K Hold
12,201
– – 0.29% 47
2025
Q2 		$133K Buy
12,201
+282
+2% +$3.06K 0.3% 40
2025
Q1 		$133K Hold
11,919
– – 0.31% 41
2024
Q4 		$134K Hold
11,919
– – 0.32% 41
2024
Q3 		$143K Hold
11,919
– – 0.44% 45
2024
Q2 		$137K Hold
11,919
– – 0.42% 45
2024
Q1 		$132K Hold
11,919
– – 0.36% 44
2023
Q4 		$131K Buy
11,919
+124
+1% +$1.27K 0.28% 41
2023
Q3 		$114K Buy
11,795
+79
+0.7% +$830 0.27% 40
2023
Q2 		$128K Buy
11,716
+52
+0.4% +$569 0.28% 53
2023
Q1 		$130K Sell
11,664
-85
-0.7% -$949 0.77% 50
2022
Q4 		$134K Buy
11,749
+133
+1% +$1.45K 0.19% 59
2022
Q3 		$123K Sell
11,616
-94
-0.8% -$1.13K 0.18% 56
2022
Q2 		$138K Sell
11,710
-1,009
-8% -$12.3K 0.19% 60
2022
Q1 		$167K Sell
12,719
-155
-1% -$2.16K 0.27% 49
2021
Q4 		$201K Buy
12,874
+120
+0.9% +$1.83K 0.4% 46
2021
Q3 		$194K Buy
12,754
+53
+0.4% +$837 0.36% 49
2021
Q2 		$199K Buy
+12,701
New +$193K 0.4% 49
2020
Q4 		– Sell
-10,321
Closed -$148K – 48
2020
Q3 		$148K Buy
10,321
+63
+0.6% +$904 0.34% 40
2020
Q2 		$143K Buy
10,258
+63
+0.6% +$852 0.29% 37
2020
Q1 		$138K Buy
10,195
+38
+0.4% +$541 0.29% 29
2019
Q4 		$146K Buy
+10,157
New +$144K 0.29% 40

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMH Capital Advisors's NEA Position: Q2 2026 in Review

SMH Capital Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 11,798 shares worth $139K. The position accounts for 0.54% of the portfolio, ranked #47.

SMH Capital Advisors first reported a position in NEA in Q4 2019 and has held it in 25 quarters since. The position peaked at $201K in Q4 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • SMH Capital Advisors held 11,798 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $139K as of Q2 2026.
  • SMH Capital Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.54% of SMH Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • SMH Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 25 quarters since.
  • SMH Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $201K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on SMH Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.