Sightline Wealth Advisors, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1841979
GROTON, CT
Position in NEA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$217,025
+$46,812 QoQ
Shares Held
18,486
+22.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#184
of 296 holders
Holding Since
Dec 2020
5 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, 2026Sightline Wealth Advisors, LLC holds $3,635,057 across 7 Asset Management names. NEA ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
213,893 | $2,592,383 | |
| 2 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,850 | $226,813 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
18,486 | $217,025 | |
| 4 | NZF |
Nuveen Municipal Credit Income Fund
|
16,817 | $213,239 | |
| 5 | NIM |
Nuveen Select Maturities Municipal Fund
|
14,842 | $139,811 | |
| 6 | VFL |
abrdn National Municipal Income Fund
|
11,922 | $123,631 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
13,249 | $122,155 |
All Filings in NEA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,025 | 18,486 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $170,213 | 15,157 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $174,263 | 14,984 | Shares | Sole | 2026-01-26 | |
| 2021-03-31 | $169,214 | 11,418 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $252,366 | 16,713 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||