Western Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Western Wealth Management’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	$182K	Hold	15,467	–	–	0.01%	976
2026 Q1	$174K	Buy	+15,467	New	+$180K	0.01%	935
2024 Q1	–	Sell	-13,095	Closed	-$144K	–	696
2023 Q4	$144K	Hold	13,095	–	–	0.01%	675
2023 Q3	$127K	Hold	13,095	–	–	0.01%	632
2023 Q2	$143K	Hold	13,095	–	–	0.01%	620
2023 Q1	$146K	Hold	13,095	–	–	0.01%	613
2022 Q4	$149K	Sell	13,095 -523	-4%	-$5.71K	0.02%	582
2022 Q3	$141K	Hold	13,618	–	–	0.01%	771
2022 Q2	$168K	Hold	13,618	–	–	0.01%	747
2022 Q1	$179K	Buy	+13,618	New	+$190K	0.01%	800
2021 Q2	$218K	Buy	+13,865	New	+$211K	0.02%	583

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

Western Wealth Management's NEA Position: Q2 2026 in Review

Western Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 15,467 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #976.

Western Wealth Management first reported a position in NEA in Q2 2021 and has held it in 11 quarters since. The position peaked at $218K in Q2 2021. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Western Wealth Management held 15,467 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $182K as of Q2 2026.
Western Wealth Management 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 Western Wealth Management's portfolio in Q2 2026, its #976 holding.
Western Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2021 and has held it in 11 quarters since.
Western Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $218K in Q2 2021.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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