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

WCG 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 Q2	$480K	Hold	40,870	–	–	0.01%	503
2026 Q1	$459K	Hold	40,870	–	–	0.01%	470
2025 Q4	$475K	Buy	40,870 +3,327	+9%	+$38.3K	0.01%	451
2025 Q3	$428K	Hold	37,543	–	–	0.03%	309
2025 Q2	$410K	Buy	37,543 +17,164	+84%	+$186K	0.03%	312
2025 Q1	$228K	Buy	+20,379	New	+$232K	0.02%	278
2022 Q4	–	Sell	-10,962	Closed	-$116K	–	240
2022 Q3	$116K	Sell	10,962 -7,888	-42%	-$94.8K	0.02%	281
2022 Q2	$221K	Buy	+18,850	New	+$230K	0.03%	249

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

WCG Wealth Advisors's NEA Position: Q2 2026 in Review

WCG Wealth Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 40,870 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #503.

WCG Wealth Advisors first reported a position in NEA in Q2 2022 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

WCG Wealth Advisors held 40,870 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $480K as of Q2 2026.
WCG Wealth 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 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #503 holding.
WCG Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 8 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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