Turning Point Benefit Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-2,084	Closed	-$24.2K	–	543
2025 Q4	$24.2K	Hold	2,084	–	–	0.01%	183
2025 Q3	$23.8K	Buy	+2,084	New	+$22.9K	0.01%	175

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Turning Point Benefit Group's NEA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 2,084 shares — an estimated $24.2K sold.

Turning Point Benefit Group first reported a position in NEA in Q3 2025 and held it in 2 quarters. The position peaked at $24.2K in Q4 2025. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Turning Point Benefit Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2,084 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $24.2K.
Turning Point Benefit Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $24.2K in Q4 2025.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.