Kingsview Wealth Management, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1791965
GRANTS PASS, OR
Position in NEA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$870,381
+$112,001 QoQ
Shares Held
77,505
+18.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $107,835,425 across 61 Asset Management names. NEA ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
942,093 | $22,977,648 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
536,503 | $19,013,666 | |
| 3 | BLK |
BlackRock, Inc.
|
8,985 | $8,640,964 | |
| 4 | AMP |
Ameriprise Financial Inc
|
16,917 | $7,517,914 | |
| 5 | APO |
Apollo Global Management, Inc.
|
64,922 | $7,233,609 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
103,329 | $5,308,009 | |
| 7 | ARES |
Ares Management Corp
|
26,304 | $2,869,765 | |
| 8 | NSLR |
Neostellar Capital Corp.
|
265,258 | $2,840,913 |
All Filings in NEA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $870,381 | 77,505 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $758,380 | 65,209 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $722,775 | 63,457 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $692,360 | 63,403 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $361,043 | 32,236 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||