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

Waverly 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 		$1.68M Buy
143,327
+2,798
+2% +$32.1K 0.01% 736
2026
Q1 		$1.58M Sell
140,529
-32,359
-19% -$376K 0.01% 696
2025
Q4 		$2.01M Sell
172,888
-18,629
-10% -$214K 0.02% 598
2025
Q3 		$2.18M Buy
191,517
+3,909
+2% +$43K 0.02% 497
2025
Q2 		$2.05M Sell
187,608
-8,878
-5% -$96.2K 0.02% 487
2025
Q1 		$2.2M Buy
196,486
+26,144
+15% +$298K 0.03% 461
2024
Q4 		$1.92M Buy
170,342
+15,790
+10% +$184K 0.03% 393
2024
Q3 		$1.85M Sell
154,552
-7,851
-5% -$91.2K 0.03% 343
2024
Q2 		$1.86M Buy
162,403
+87,307
+116% +$956K 0.04% 327
2024
Q1 		$831K Buy
+75,096
New +$824K 0.02% 397

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors's NEA Position: Q2 2026 in Review

Waverly Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2% in Q2 2026, buying an estimated $32.1K and bringing the position to 143,327 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #736.

Waverly Advisors first reported a position in NEA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q1 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Waverly Advisors held 143,327 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.68M as of Q2 2026.
  • Waverly Advisors bought 2,798 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $32.1K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #736 holding.
  • Waverly Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.2M in Q1 2025.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.