SFG
NEA icon

Sovereign Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sovereign Financial Group’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 		$216K Buy
18,358
+307
+2% +$3.53K 0.03% 351
2026
Q1 		$203K Buy
18,051
+1,502
+9% +$17.5K 0.04% 344
2025
Q4 		$192K Buy
16,549
+310
+2% +$3.57K 0.03% 338
2025
Q3 		$185K Buy
16,239
+258
+2% +$2.84K 0.03% 318
2025
Q2 		$175K Buy
15,981
+264
+2% +$2.86K 0.04% 305
2025
Q1 		$176K Buy
15,717
+653
+4% +$7.44K 0.04% 276
2024
Q4 		$170K Buy
15,064
+528
+4% +$6.14K 0.04% 278
2024
Q3 		$174K Buy
14,536
+820
+6% +$9.53K 0.04% 275
2024
Q2 		$157K Buy
13,716
+77
+0.6% +$843 0.04% 273
2024
Q1 		$151K Buy
13,639
+625
+5% +$6.86K 0.04% 281
2023
Q4 		$143K Sell
13,014
-207
-2% -$2.11K 0.04% 238
2023
Q3 		$128K Buy
+13,221
New +$139K 0.05% 219

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

Sovereign Financial Group's NEA Position: Q2 2026 in Review

Sovereign Financial Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.7% in Q2 2026, buying an estimated $3.53K and bringing the position to 18,358 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #351.

Sovereign Financial Group first reported a position in NEA in Q3 2023 and has held it in 12 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Sovereign Financial Group held 18,358 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $216K as of Q2 2026.
  • Sovereign Financial Group bought 307 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $3.53K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #351 holding.
  • Sovereign Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.