Strategic Financial Concepts’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Strategic Financial Concepts’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	–	Sell	-16,405	Closed	-$184K	–	284
2026 Q1	$184K	Buy	+16,405	New	+$191K	0.05%	284
2024 Q1	–	Sell	-12,157	Closed	-$134K	–	315
2023 Q4	$134K	Sell	12,157 -5,889	-33%	-$60.1K	0.08%	140
2023 Q3	$175K	Buy	18,046 +81	+0.5%	+$851	0.06%	251
2023 Q2	$196K	Buy	17,965 +79	+0.4%	+$864	0.07%	236
2023 Q1	$199K	Buy	+17,886	New	+$200K	0.08%	222

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

Strategic Financial Concepts's NEA Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 16,405 shares — an estimated $184K sold.

Strategic Financial Concepts first reported a position in NEA in Q1 2023 and held it in 5 quarters. The position peaked at $199K in Q1 2023. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Strategic Financial Concepts reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 16,405 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $184K.
Strategic Financial Concepts first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 5 quarters.
Strategic Financial Concepts's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $199K in Q1 2023.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.