Aberdeen Wealth Management LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1802654
LAKE BLUFF, IL
Position in NEA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$276,523
+$12,012 QoQ
Shares Held
23,554
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#159
of 296 holders
Holding Since
Mar 2020
18 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, 2026Aberdeen Wealth Management LLC holds $814,194 across 11 Asset Management names. NEA ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
23,554 | $276,523 | |
| 2 | AMP |
Ameriprise Financial Inc
|
386 | $177,080 | |
| 3 | TROW |
Price T Rowe Group Inc
|
703 | $79,924 | |
| 4 | APO |
Apollo Global Management, Inc.
|
568 | $67,200 | |
| 5 | BX |
Blackstone Inc.
|
418 | $49,186 | |
| 6 | VKQ |
Invesco Municipal Trust
|
4,558 | $45,762 | |
| 7 | NTRS |
Northern Trust Corp
|
242 | $42,069 | |
| 8 | VGM |
Invesco Trust for Investment Grade Municipals
|
2,850 | $30,210 |
All Filings in NEA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,523 | 23,554 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $264,511 | 23,554 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $268,280 | 23,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,209 | 23,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $263,804 | 23,554 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $265,689 | 23,554 | Shares | Sole | 2025-02-21 | |
| 2024-03-31 | $260,742 | 23,554 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $259,094 | 23,554 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,002 | 23,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $257,445 | 23,554 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $261,920 | 23,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $267,808 | 23,554 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $276,759 | 23,554 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $309,499 | 23,554 | Shares | Sole | 2022-05-12 | |
| 2021-03-31 | $349,070 | 23,554 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $355,665 | 23,554 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $337,764 | 23,554 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $318,921 | 23,554 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||