Founders Financial Alliance, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1832190
RALEIGH, NC
Position in NEA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$722,843
-$5,298 QoQ
Shares Held
61,571
-5.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#98
of 296 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,522,330 across 38 Asset Management names. NEA ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
117,396 | $1,281,964 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
40,261 | $1,114,424 | |
| 3 | BME |
BlackRock Health Sciences Trust
|
19,200 | $824,640 | |
| 4 | ACP |
abrdn Income Credit Strategies Fund
|
157,320 | $818,064 | |
| 5 | OXLC |
Oxford Lane Capital Corp.
|
88,808 | $777,958 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
61,571 | $722,843 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
50,344 | $644,403 | |
| 8 | BCIC |
BCP Investment Corp
|
80,706 | $587,539 |
All Filings in NEA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,843 | 61,571 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $728,141 | 64,839 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $673,911 | 57,946 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $647,772 | 56,872 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $281,321 | 25,762 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $283,572 | 25,319 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $249,919 | 22,156 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $189,592 | 15,839 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $131,709 | 11,493 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $148,183 | 13,386 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $117,678 | 10,698 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $102,753 | 10,615 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $115,224 | 10,542 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $117,227 | 10,542 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,771 | 10,446 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $110,208 | 10,397 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $143,094 | 10,890 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $160,929 | 10,316 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $103,547 | 7,221 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||