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Equibles

Retirement Planning Group, LLC

Pension

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1508195 LEAWOOD, KS
Back to NEA Full portfolio

Position in NEA

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$253,325
+$11,005 QoQ
Shares Held
21,578
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#168
of 297 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Retirement Planning Group, LLC holds $7,625,322 across 13 Asset Management names. NEA ranks #6 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOF
Guggenheim Strategic Opportunities Fund
 328,435 $3,586,510
2 CEF
Sprott Physical Gold & Silver Trust
 39,386 $1,584,498
3 IIM
Invesco Value Municipal Income Trust
 38,862 $494,713
4 BLK
BlackRock, Inc.
 415 $399,047
5 BX
Blackstone Inc.
 2,195 $258,285
6 NEA
Nuveen AMT-Free Quality Municipal Income Fund
This page 		21,578 $253,325
7 FSCO
FS Credit Opportunities Corp.
 47,303 $236,041
8 CGO
Calamos Global Total Return Fund
 15,680 $214,188

All Filings in NEA

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $253,325 21,578
2026-03-31 $242,320 21,578