Founders Capital Management
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1704300
HOUSTON, TX
Position in NEA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$61,765
-$2,200 QoQ
Shares Held
5,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026Founders Capital Management holds $366,060 across 14 Asset Management names. NEA ranks #1 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
5,500 | $61,765 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
5,000 | $57,500 | |
| 3 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
3,140 | $37,994 | |
| 4 | BGR |
BlackRock Energy & Resources Trust
|
2,000 | $34,620 | |
| 5 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
3,000 | $31,710 | |
| 6 | MMT |
Aberdeen Multi-Market Income Fund
|
6,270 | $28,967 | |
| 7 | ARCC |
Ares Capital Corp
|
1,110 | $20,002 | |
| 8 | HQH |
abrdn Healthcare Investors
|
1,000 | $17,790 |
All Filings in NEA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,765 | 5,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $63,965 | 5,500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $62,645 | 5,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,060 | 5,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $61,600 | 5,500 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $62,040 | 5,500 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $65,835 | 5,500 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $63,030 | 5,500 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $60,885 | 5,500 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $60,500 | 5,500 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $53,240 | 5,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $60,115 | 5,500 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $61,160 | 5,500 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $56,850 | 5,000 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $53,000 | 5,000 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $47,000 | 4,000 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $26,280 | 2,000 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $31,200 | 2,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $30,380 | 2,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $31,400 | 2,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $29,640 | 2,000 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $60,400 | 4,000 | Shares | Sole | 2021-01-12 | |
| 2020-03-31 | $54,160 | 4,000 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||