Toth Financial Advisory
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Toth Financial Advisory’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Toth Financial Advisory’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
Q3 		$116K Sell
11,689
-178
-1% -$1.98K 0.01% 284
2026
Q2 		$139K Sell
11,867
-63
-0.5% -$724 0.01% 264
2026
Q1 		$134K Buy
11,930
+137
+1% +$1.59K 0.01% 253
2025
Q4 		$137K Sell
11,793
-1,414
-11% -$16.3K 0.01% 241
2025
Q3 		$150K Sell
13,207
-6,645
-33% -$73.1K 0.02% 233
2025
Q2 		$217K Buy
19,852
+110
+0.6% +$1.19K 0.03% 205
2025
Q1 		$221K Sell
19,742
-2,113
-10% -$24.1K 0.03% 199
2024
Q4 		$247K Buy
21,855
+370
+2% +$4.3K 0.03% 196
2024
Q3 		$257K Sell
21,485
-1,947
-8% -$22.6K 0.03% 191
2024
Q2 		$269K Sell
23,432
-36
-0.2% -$394 0.03% 189
2024
Q1 		$260K Sell
23,468
-1,989
-8% -$21.8K 0.03% 189
2023
Q4 		$280K Sell
25,457
-2,850
-10% -$29.1K 0.04% 195
2023
Q3 		$274K Sell
28,307
-24,991
-47% -$262K 0.04% 177
2023
Q2 		$583K Buy
53,298
+4,378
+9% +$47.9K 0.08% 142
2023
Q1 		$544K Sell
48,920
-737
-1% -$8.23K 0.08% 141
2022
Q4 		$565K Buy
+49,657
New +$542K 0.09% 146

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Toth Financial Advisory's NEA Position: Q3 2026 in Review

Toth Financial Advisory reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.5% in Q3 2026, selling an estimated $1.98K and leaving 11,689 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #284.

Toth Financial Advisory first reported a position in NEA in Q4 2022 and has held it in 16 quarters since. The position peaked at $583K in Q2 2023. 249 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • Toth Financial Advisory held 11,689 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $116K as of Q3 2026.
  • Toth Financial Advisory sold 178 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $1.98K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #284 holding.
  • Toth Financial Advisory first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 16 quarters since.
  • Toth Financial Advisory's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $583K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.