Sightline Wealth Advisors, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1841979
GROTON, CT
Position in NEA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$170,213
-$4,050 QoQ
Shares Held
15,157
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sightline Wealth Advisors, LLC holds $3,256,026 across 7 Asset Management names. NEA ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
201,498 | $2,317,227 | |
| 2 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,733 | $225,768 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
15,157 | $170,213 | |
| 4 | NZF |
Nuveen Municipal Credit Income Fund
|
13,746 | $167,426 | |
| 5 | NIM |
Nuveen Select Maturities Municipal Fund
|
14,765 | $139,529 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
13,173 | $118,425 | |
| 7 | VFL |
abrdn National Municipal Income Fund
|
11,791 | $117,438 |
All Filings in NEA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||