Wealth Enhancement Advisory Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wealth Enhancement Advisory Services’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	$1.39M	Buy	119,700 +7,493	+7%	+$86.1K	﹤0.01%	1848
2026 Q1	$1.27M	Sell	112,207 -52,984	-32%	-$616K	﹤0.01%	1658
2025 Q4	$1.93M	Buy	165,191 +8,860	+6%	+$102K	﹤0.01%	1530
2025 Q3	$1.78M	Buy	156,331 +23,659	+18%	+$260K	﹤0.01%	1515
2025 Q2	$1.46M	Buy	132,672 +39,911	+43%	+$433K	﹤0.01%	1521
2025 Q1	$1.04M	Sell	92,761 -18,203	-16%	-$207K	﹤0.01%	1579
2024 Q4	$1.25M	Buy	110,964 +29,757	+37%	+$346K	﹤0.01%	1426
2024 Q3	$972K	Buy	81,207 +20,169	+33%	+$234K	﹤0.01%	1414
2024 Q2	$699K	Buy	61,038 +3,362	+6%	+$36.8K	﹤0.01%	1448
2024 Q1	$638K	Buy	57,676 +654	+1%	+$7.18K	﹤0.01%	1453
2023 Q4	$627K	Sell	57,022 -7,365	-11%	-$75.2K	﹤0.01%	1385
2023 Q3	$623K	Buy	+64,387	New	+$676K	﹤0.01%	1306

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

Wealth Enhancement Advisory Services's NEA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.7% in Q2 2026, buying an estimated $86.1K and bringing the position to 119,700 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Wealth Enhancement Advisory Services first reported a position in NEA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Wealth Enhancement Advisory Services held 119,700 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.39M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,493 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $86.1K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1848 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.93M in Q4 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.