Uptown Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Uptown Financial 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 Q2	$135K	Hold	11,499	–	–	0.09%	85
2026 Q1	$129K	Hold	11,499	–	–	0.1%	75
2025 Q4	$134K	Hold	11,499	–	–	0.1%	78
2025 Q3	$131K	Hold	11,499	–	–	0.11%	74
2025 Q2	$126K	Hold	11,499	–	–	0.11%	74
2025 Q1	$129K	Hold	11,499	–	–	0.13%	70
2024 Q4	$130K	Buy	+11,499	New	+$134K	0.14%	65

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

Uptown Financial Advisors's NEA Position: Q2 2026 in Review

Uptown Financial Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 11,499 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #85.

Uptown Financial Advisors first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Uptown Financial Advisors held 11,499 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $135K as of Q2 2026.
Uptown Financial Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.09% of Uptown Financial Advisors's portfolio in Q2 2026, its #85 holding.
Uptown Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.