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U.S. Capital Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

U.S. Capital Wealth Advisors’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
-145,516
Closed -$1.69M – 1062
2025
Q4 		$1.69M Sell
145,516
-1,520
-1% -$17.5K 0.04% 376
2025
Q3 		$1.67M Sell
147,036
-333
-0.2% -$3.66K 0.05% 370
2025
Q2 		$1.61M Buy
147,369
+9,999
+7% +$108K 0.05% 339
2025
Q1 		$1.54M Sell
137,370
-3,015
-2% -$34.3K 0.05% 342
2024
Q4 		$1.58M Buy
140,385
+11,015
+9% +$128K 0.05% 340
2024
Q3 		$1.55M Hold
129,370
– – 0.05% 284
2024
Q2 		$1.48M Buy
129,370
+106,270
+460% +$1.16M 0.06% 290
2024
Q1 		$256K Buy
23,100
+2,250
+11% +$24.7K 0.01% 600
2023
Q4 		$229K Buy
20,850
+5,000
+32% +$51K 0.01% 603
2023
Q3 		$153K Sell
15,850
-1,512
-9% -$15.9K 0.01% 610
2023
Q2 		$190K Buy
17,362
+3,600
+26% +$39.4K 0.01% 629
2023
Q1 		$153K Buy
13,762
+12
+0.1% +$134 0.01% 612
2022
Q4 		$156K Buy
+13,750
New +$150K 0.01% 658
2022
Q1 		– Sell
-20,080
Closed -$313K – 739
2021
Q4 		$313K Hold
20,080
– – 0.01% 591
2021
Q3 		$305K Buy
+20,080
New +$317K 0.01% 608

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return