Altus Wealth Group LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1842572
COLORADO SPRINGS, CO
Position in NEA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$630,261
+$27,379 QoQ
Shares Held
53,685
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#16
of 51 holders
Holding Since
Dec 2020
23 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, 2026Altus Wealth Group LLC holds $4,599,829 across 9 Asset Management names. NEA ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
15,377 | $1,809,411 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
29,314 | $1,008,987 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
53,685 | $630,261 | |
| 4 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
10,667 | $235,100 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,869 | $221,121 | |
| 6 | BLK |
BlackRock, Inc.
|
208 | $200,004 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
15,832 | $191,883 | |
| 8 | USA |
Liberty All Star Equity Fund
|
31,769 | $184,577 |
All Filings in NEA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,261 | 53,685 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $602,882 | 53,685 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $624,356 | 53,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $611,472 | 53,685 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $586,240 | 53,685 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $601,272 | 53,685 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $605,600 | 53,688 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $665,795 | 55,622 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $735,055 | 64,141 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $720,457 | 65,082 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $748,506 | 68,046 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $730,936 | 75,510 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $846,528 | 77,450 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $861,244 | 77,450 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $967,075 | 85,055 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $905,176 | 85,394 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,003,379 | 85,394 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,169,512 | 89,004 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,388,462 | 89,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,297,134 | 85,394 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,340,685 | 85,394 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,238,892 | 83,596 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,262,299 | 83,596 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||