Successful Portfolios LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1721780
CLEARWATER, FL
Position in NEA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$331,947
-$35,084 QoQ
Shares Held
29,559
-6.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Successful Portfolios LLC holds $3,682,233 across 13 Asset Management names. NEA ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASGI |
abrdn Global Infrastructure Income Fund
|
40,157 | $897,910 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
15,205 | $480,325 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
20,032 | $454,726 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
29,559 | $331,947 | |
| 5 | ARCC |
Ares Capital Corp
|
13,787 | $248,441 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
24,794 | $214,716 | |
| 7 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
25,102 | $205,083 | |
| 8 | AOD |
abrdn Total Dynamic Dividend Fund
|
19,539 | $179,954 |
All Filings in NEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,947 | 29,559 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $367,031 | 31,559 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $336,677 | 29,559 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $317,324 | 29,059 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $325,460 | 29,059 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $327,785 | 29,059 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $347,836 | 29,059 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $333,016 | 29,059 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $332,753 | 30,059 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $308,649 | 28,059 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $320,011 | 33,059 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $340,567 | 31,159 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $361,177 | 32,480 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $409,558 | 36,021 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $328,822 | 31,021 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $368,021 | 31,321 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $432,581 | 32,921 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $561,303 | 35,981 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $537,437 | 35,381 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $497,360 | 31,679 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $469,482 | 31,679 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $478,352 | 31,679 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $454,276 | 31,679 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $440,338 | 31,679 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $495,279 | 36,579 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||