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Spire Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Spire Wealth Management’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 		$2.68M Buy
228,623
+59,897
+35% +$688K 0.08% 221
2026
Q1 		$1.89M Buy
168,726
+20,992
+14% +$244K 0.06% 269
2025
Q4 		$1.72M Buy
147,734
+9,491
+7% +$109K 0.06% 285
2025
Q3 		$1.57M Buy
138,243
+17,945
+15% +$197K 0.05% 287
2025
Q2 		$1.31M Buy
120,298
+32,891
+38% +$356K 0.05% 315
2025
Q1 		$979K Buy
87,407
+40,883
+88% +$466K 0.03% 405
2024
Q4 		$525K Buy
46,524
+4,531
+11% +$52.7K 0.02% 539
2024
Q3 		$503K Buy
41,993
+238
+0.6% +$2.77K 0.02% 517
2024
Q2 		$479K Buy
41,755
+172
+0.4% +$1.88K 0.02% 496
2024
Q1 		$460K Buy
41,583
+94
+0.2% +$1.03K 0.01% 542
2023
Q4 		$446K Sell
41,489
-28,940
-41% -$295K 0.01% 539
2023
Q3 		$682K Sell
70,429
-5,766
-8% -$60.5K 0.03% 412
2023
Q2 		$833K Sell
76,195
-1,523
-2% -$16.7K 0.03% 382
2023
Q1 		$864K Buy
77,718
+16,789
+28% +$187K 0.03% 371
2022
Q4 		$693K Buy
60,929
+34,050
+127% +$371K 0.04% 293
2022
Q3 		$285K Sell
26,879
-29,368
-52% -$353K 0.02% 454
2022
Q2 		$661K Sell
56,247
-1,665
-3% -$20.3K 0.03% 409
2022
Q1 		$761K Sell
57,912
-7,581
-12% -$106K 0.02% 456
2021
Q4 		$1.02M Sell
65,493
-1,942
-3% -$29.6K 0.02% 459
2021
Q3 		$1.02M Buy
67,435
+4,000
+6% +$63.2K 0.03% 407
2021
Q2 		$996K Buy
63,435
+3,592
+6% +$54.6K 0.03% 426
2021
Q1 		$887K Buy
+59,843
New +$887K 0.02% 481

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

Spire Wealth Management's NEA Position: Q2 2026 in Review

Spire Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 35% in Q2 2026, buying an estimated $688K and bringing the position to 228,623 shares worth $2.68M. The position accounts for 0.08% of the portfolio, ranked #221.

Spire Wealth Management first reported a position in NEA in Q1 2021 and has held it in 22 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Spire Wealth Management held 228,623 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.68M as of Q2 2026.
  • Spire Wealth Management bought 59,897 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $688K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Spire Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 22 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.