Total Clarity Wealth Management, Inc.
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1804909
ST. CHARLES, IL
Position in NEA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$132,873
+$5,772 QoQ
Shares Held
11,318
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#224
of 296 holders
Holding Since
Mar 2021
14 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, 2026Total Clarity Wealth Management, Inc. holds $1,042,767 across 5 Asset Management names. NEA ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
8,432 | $343,351 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
7,960 | $240,153 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
10,101 | $190,605 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
10,437 | $135,785 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
11,318 | $132,873 |
All Filings in NEA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,873 | 11,318 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $127,101 | 11,318 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $131,628 | 11,318 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $128,912 | 11,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,592 | 11,318 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $126,761 | 11,318 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $127,667 | 11,318 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $146,285 | 12,221 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $140,052 | 12,221 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $145,282 | 13,124 | Shares | Sole | 2024-04-23 | |
| 2022-06-30 | $21,220 | 1,806 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $28,173 | 1,806 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,433 | 1,806 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $26,764 | 1,806 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||