PETERSON WEALTH MANAGEMENT
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1785144
SPARKS, NV
Position in NEA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$44,940
+$2,199 QoQ
Shares Held
3,828
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#256
of 296 holders
Holding Since
Mar 2020
3 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, 2026PETERSON WEALTH MANAGEMENT holds $272,469 across 9 Asset Management names. NEA ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
4,588 | $50,100 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
3,828 | $44,940 | |
| 3 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
2,830 | $36,224 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
3,675 | $36,051 | |
| 5 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
2,696 | $33,780 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
2,655 | $32,178 | |
| 7 | MAIN |
Main Street Capital CORP
|
400 | $20,752 | |
| 8 | PML |
Pimco Municipal Income Fund II
|
1,651 | $12,564 |
All Filings in NEA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,940 | 3,828 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $42,741 | 3,806 | Shares | Sole | 2026-05-15 | |
| 2020-03-31 | $146,475 | 10,818 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||