Retirement Planning Group, LLC
PensionPosition in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1508195
LEAWOOD, KS
Position in NEA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$242,320
New position
Shares Held
21,578
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Retirement Planning Group, LLC holds $6,934,063 across 12 Asset Management names. NEA ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
246,738 | $2,719,052 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
39,386 | $1,879,499 | |
| 3 | IIM |
Invesco Value Municipal Income Trust
|
45,552 | $553,912 | |
| 4 | BLK |
BlackRock, Inc.
|
351 | $337,560 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
50,057 | $255,290 | |
| 6 | BX |
Blackstone Inc.
|
2,121 | $243,893 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
21,578 | $242,320 | |
| 8 | CGO |
Calamos Global Total Return Fund
|
18,083 | $201,625 |
All Filings in NEA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,320 | 21,578 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||