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 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 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

Toth Financial Advisory's NEA Position: Q2 2026 in Review

Toth Financial Advisory reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.53% in Q2 2026, selling an estimated $724 and leaving 11,867 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #264.

Toth Financial Advisory first reported a position in NEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $583K in Q2 2023. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Toth Financial Advisory held 11,867 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $139K as of Q2 2026.
Toth Financial Advisory sold 63 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $724.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #264 holding.
Toth Financial Advisory first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Toth Financial Advisory's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $583K in Q2 2023.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.