Wealthspire Advisors (New York)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wealthspire Advisors (New York)’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	$204K	Sell	17,415 -387	-2%	-$4.45K	﹤0.01%	1169
2026 Q1	$200K	Buy	17,802 +3,100	+21%	+$36.1K	﹤0.01%	873
2025 Q4	$171K	Buy	14,702 +387	+3%	+$4.45K	﹤0.01%	985
2025 Q3	$163K	Sell	14,315 -72,111	-83%	-$793K	﹤0.01%	864
2025 Q2	$944K	Sell	86,426 -38,462	-31%	-$417K	0.01%	400
2025 Q1	$1.4M	Buy	124,888 +87,853	+237%	+$1M	0.01%	328
2024 Q4	$418K	Buy	37,035 +15,144	+69%	+$176K	﹤0.01%	563
2024 Q3	$262K	Buy	21,891 +4,226	+24%	+$49.1K	﹤0.01%	650
2024 Q2	$202K	Hold	17,665	–	–	﹤0.01%	622
2024 Q1	$196K	Hold	17,665	–	–	﹤0.01%	608
2023 Q4	$194K	Sell	17,665 -1,550	-8%	-$15.8K	﹤0.01%	621
2023 Q3	$186K	Buy	19,215 +1,550	+9%	+$16.3K	﹤0.01%	569
2023 Q2	$193K	Sell	17,665 -3,961	-18%	-$43.3K	﹤0.01%	534
2023 Q1	$240K	Hold	21,626	–	–	﹤0.01%	475
2022 Q4	$246K	Buy	+21,626	New	+$236K	﹤0.01%	496
2022 Q3	–	Sell	-12,142	Closed	-$143K	–	537
2022 Q2	$143K	Buy	+12,142	New	+$148K	﹤0.01%	479

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

Wealthspire Advisors (New York)'s NEA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.2% in Q2 2026, selling an estimated $4.45K and leaving 17,415 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Wealthspire Advisors (New York) first reported a position in NEA in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q1 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Wealthspire Advisors (New York) held 17,415 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $204K as of Q2 2026.
Wealthspire Advisors (New York) sold 387 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $4.45K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1169 holding.
Wealthspire Advisors (New York) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.4M in Q1 2025.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.