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 Jun 30, 2026
· filed Aug 4, 2026
Position Value
$234,800
+$10,200 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#173
of 296 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026New England Private Wealth Advisors LLC holds $2,721,966 across 9 Asset Management names. NEA ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBN |
BlackRock Taxable Municipal Bond Trust
|
33,771 | $546,077 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
43,327 | $473,130 | |
| 3 | JFR |
Nuveen Floating Rate Income Fund
|
52,431 | $402,145 | |
| 4 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
61,781 | $363,272 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
40,141 | $343,606 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
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|
20,000 | $234,800 | |
| 7 | PHK |
Pimco High Income Fund
|
44,347 | $206,657 | |
| 8 | EOD |
Allspring Global Dividend Opportunity Fund
|
13,399 | $87,495 |
All Filings in NEA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,800 | 20,000 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||