Founders Financial Alliance, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1832190
RALEIGH, NC
Position in NEA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$728,141
+$54,230 QoQ
Shares Held
64,839
+11.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. NEA ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
119,934 | $1,321,672 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
38,543 | $946,230 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
91,622 | $896,063 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
19,329 | $744,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
64,839 | $728,141 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
140,492 | $716,509 | |
| 7 | BCIC |
BCP Investment Corp
|
83,017 | $624,287 | |
| 8 | ARCC |
Ares Capital Corp
|
34,333 | $618,680 |
All Filings in NEA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||