IBEX WEALTH ADVISORS
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1686242
BEDMINSTER, NJ
Position in NEA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,701,311
-$114,132 QoQ
Shares Held
151,497
-2.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 11.70452220175977.ToString("F0")%
Shared 0.ToString("F0")%
None 88.29547779824023.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IBEX WEALTH ADVISORS holds $24,472,111 across 16 Asset Management names. NEA ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
271,581 | $6,596,702 | |
| 2 | BX |
Blackstone Inc.
|
52,007 | $5,980,284 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
292,047 | $2,202,034 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
151,497 | $1,701,311 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
127,683 | $1,468,354 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
162,191 | $1,458,097 | |
| 7 | BTZ |
Blackrock Credit Allocation Income Trust
|
108,640 | $1,097,264 | |
| 8 | BHK |
Blackrock Core Bond Trust
|
93,464 | $856,130 |
All Filings in NEA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,701,311 | 151,497 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,815,443 | 156,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,760,438 | 154,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,698,354 | 155,527 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,786,937 | 159,548 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,652,959 | 146,539 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $2,134,535 | 187,734 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,107,979 | 198,866 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,446,632 | 208,224 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,789,845 | 212,317 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,370,832 | 216,079 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $3,470,626 | 228,481 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,860,645 | 245,901 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $3,835,667 | 258,817 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,009,729 | 265,545 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,768,164 | 262,773 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,724,880 | 267,977 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,446,349 | 254,531 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||