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

Total Clarity 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	$133K	Hold	11,318	–	–	0.03%	359
2026 Q1	$127K	Hold	11,318	–	–	0.03%	309
2025 Q4	$132K	Hold	11,318	–	–	0.03%	295
2025 Q3	$129K	Hold	11,318	–	–	0.03%	283
2025 Q2	$124K	Hold	11,318	–	–	0.04%	284
2025 Q1	$128K	Hold	11,318	–	–	0.04%	260
2024 Q4	$128K	Sell	11,318 -903	-7%	-$10.5K	0.04%	261
2024 Q3	$146K	Hold	12,221	–	–	0.05%	251
2024 Q2	$140K	Sell	12,221 -903	-7%	-$9.88K	0.05%	239
2024 Q1	$145K	Buy	+13,124	New	+$144K	0.05%	259
2022 Q3	–	Sell	-1,806	Closed	-$21K	–	709
2022 Q2	$21K	Buy	+1,806	New	+$22K	0.01%	544
2022 Q1	–	Sell	-1,806	Closed	-$28K	–	655
2021 Q4	$28K	Hold	1,806	–	–	0.01%	502
2021 Q3	$27K	Buy	+1,806	New	+$28.5K	0.01%	501
2021 Q2	–	Sell	-1,806	Closed	-$27K	–	542
2021 Q1	$27K	Buy	+1,806	New	+$26.8K	0.02%	419
2020 Q1	–	Sell	-1,806	Closed	-$26K	–	434
2019 Q4	$26K	Buy	+1,806	New	+$25.7K	0.02%	356

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

Total Clarity Wealth Management's NEA Position: Q2 2026 in Review

Total Clarity Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 11,318 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #359.

Total Clarity Wealth Management first reported a position in NEA in Q4 2019 and has held it in 15 quarters since. The position peaked at $146K in Q3 2024. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Total Clarity Wealth Management held 11,318 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $133K as of Q2 2026.
Total Clarity Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Total Clarity Wealth Management's portfolio in Q2 2026, its #359 holding.
Total Clarity Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 15 quarters since.
Total Clarity Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $146K in Q3 2024.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.