New England Private Wealth Advisors LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1582813
WELLESLEY, MA
Position in NEA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$224,600
-$3,200 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026New England Private Wealth Advisors LLC holds $2,646,512 across 9 Asset Management names. NEA ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBN |
BlackRock Taxable Municipal Bond Trust
|
33,160 | $536,197 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
43,327 | $477,463 | |
| 3 | JFR |
Nuveen Floating Rate Income Fund
|
52,431 | $394,281 | |
| 4 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
42,366 | $360,958 | |
| 5 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
60,287 | $305,655 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
20,000 | $224,600 | |
| 7 | PHK |
Pimco High Income Fund
|
44,347 | $205,326 | |
| 8 | EOD |
Allspring Global Dividend Opportunity Fund
|
13,368 | $77,935 |
All Filings in NEA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,600 | 20,000 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $227,800 | 20,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $109,200 | 10,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $112,000 | 10,000 | Shares | Sole | 2025-05-08 | |
| 2020-06-30 | $203,523 | 14,642 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $198,252 | 14,642 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||