Venture Visionary Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Venture Visionary Partners’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	$1.16M	Sell	116,176 -6,800	-6%	-$75.4K	0.03%	325
2026 Q2	$1.44M	Buy	122,976 +1,300	+1%	+$14.9K	0.04%	295
2026 Q1	$1.37M	Buy	121,676 +17,500	+17%	+$204K	0.05%	277
2025 Q4	$1.21M	Buy	104,176 +74,300	+249%	+$855K	0.04%	288
2025 Q3	$340K	Hold	29,876	–	–	0.01%	491
2025 Q2	$326K	Hold	29,876	–	–	0.01%	473
2025 Q1	$335K	Hold	29,876	–	–	0.01%	449
2024 Q4	$337K	Hold	29,876	–	–	0.01%	438
2024 Q3	$358K	Sell	29,876 -4,500	-13%	-$52.3K	0.02%	434
2024 Q2	$394K	Hold	34,376	–	–	0.02%	424
2024 Q1	$381K	Hold	34,376	–	–	0.02%	426
2023 Q4	$378K	Hold	34,376	–	–	0.02%	401
2023 Q3	$333K	Sell	34,376 -2,000	-5%	-$21K	0.02%	400
2023 Q2	$398K	Hold	36,376	–	–	0.02%	381
2023 Q1	$405K	Hold	36,376	–	–	0.03%	363
2022 Q4	$414K	Sell	36,376 -9,000	-20%	-$98.2K	0.03%	345
2022 Q3	$480K	Buy	45,376 +3,700	+9%	+$44.5K	0.04%	307
2022 Q2	$490K	Hold	41,676	–	–	0.04%	301
2022 Q1	$547K	Buy	41,676 +20,000	+92%	+$279K	0.04%	310
2021 Q4	$338K	Hold	21,676	–	–	0.02%	388
2021 Q3	$329K	Hold	21,676	–	–	0.02%	384
2021 Q2	$340K	Hold	21,676	–	–	0.03%	368
2021 Q1	$321K	Hold	21,676	–	–	0.03%	360
2020 Q4	$327K	Buy	+21,676	New	+$316K	0.04%	302

Other funds holding NEA

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Venture Visionary Partners's NEA Position: Q3 2026 in Review

Venture Visionary Partners reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 5.5% in Q3 2026, selling an estimated $75.4K and leaving 116,176 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #325.

Venture Visionary Partners first reported a position in NEA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q2 2026. 15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Venture Visionary Partners held 116,176 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.16M as of Q3 2026.
Venture Visionary Partners sold 6,800 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $75.4K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Venture Visionary Partners's portfolio in Q3 2026, its #325 holding.
Venture Visionary Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 24 quarters since.
Venture Visionary Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.44M in Q2 2026.
15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.