Merit Financial Group, LLC

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

CIK 1621225 ALPHARETTA, GA

Position in NEA

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$4,064,832

-$161,835 QoQ

Shares Held

361,962

-0.4% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Merit Financial Group, LLC holds $98,330,926 across 115 Asset Management names. NEA ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	15,912	$15,302,725
2	BTT	BlackRock Municipal 2030 Target Term Trust	442,588	$10,046,746
3	ARCC	Ares Capital Corp	398,372	$7,178,663
4	BX	Blackstone Inc.	56,013	$6,440,931
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund This page	361,962	$4,064,832
6	AMP	Ameriprise Financial Inc	8,401	$3,733,402
7	KKR	KKR & Co. Inc.	33,372	$3,086,909
8	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	145,180	$2,002,032

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,064,832	361,962	-0.4%	Shares	Other	2026-04-15
2025-12-31	$4,226,667	363,428	-7.7%	Shares	Other	2026-01-26
2025-09-30	$4,486,509	393,899	-7.8%	Shares	Other	2025-11-07
2025-06-30	$4,665,624	427,255	+7.3%	Shares	Sole	2025-07-22
2025-03-31	$4,457,958	398,032	+40.3%	Shares	Sole	2025-04-09
2024-12-31	$3,200,711	283,751	+120.4%	Shares	Sole	2025-01-15
2024-09-30	$1,541,005	128,739	-10.5%	Shares	Sole	2024-10-17
2024-06-30	$1,647,902	143,796	-16.2%	Shares	Sole	2024-08-13
2024-03-31	$1,898,903	171,536	-7.4%	Shares	Sole	2024-05-06
2023-12-31	$2,036,639	185,149	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.