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

Wealthspan 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
2025 Q4	–	Sell	-13,482	Closed	-$154K	–	126
2025 Q3	$154K	Hold	13,482	–	–	0.06%	120
2025 Q2	$147K	Hold	13,482	–	–	0.06%	116
2025 Q1	$151K	Hold	13,482	–	–	0.07%	109
2024 Q4	$152K	Hold	13,482	–	–	0.07%	107
2024 Q3	$161K	Hold	13,482	–	–	0.08%	105
2024 Q2	$155K	Buy	+13,482	New	+$148K	0.09%	101

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wealthspan Partners's NEA Position: Q4 2025 in Review

Wealthspan Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 13,482 shares — an estimated $154K sold.

Wealthspan Partners first reported a position in NEA in Q2 2024 and held it in 6 quarters. The position peaked at $161K in Q3 2024. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

Wealthspan Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Wealthspan Partners sold 13,482 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $154K.
Wealthspan Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and held it in 6 quarters.
Wealthspan Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $161K in Q3 2024.
292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Wealthspan Partners's 13F filing for Q4 2025, filed 27 Jan 2026.