XML Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

XML Financial’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 Q3	$129K	Buy	+13,000	New	+$144K	0.01%	445

Other funds holding NEA

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

XML Financial's NEA Position: Q3 2026 in Review

XML Financial opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026: 13,000 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings.

207 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

XML Financial held 13,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $129K as of Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new XML Financial position in Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of XML Financial's portfolio in Q3 2026, its #445 holding.
207 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.