Spire Wealth Management
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1858740
MCLEAN, VA
Position in NEA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,684,034
+$789,242 QoQ
Shares Held
228,623
+35.5% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#42
of 296 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. NEA ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in NEA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,684,034 | 228,623 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,894,792 | 168,726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,718,146 | 147,734 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,574,587 | 138,243 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,313,654 | 120,298 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $978,958 | 87,407 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $524,790 | 46,524 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $502,656 | 41,993 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $478,512 | 41,755 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $460,323 | 41,583 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $456,379 | 41,489 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $681,752 | 70,429 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $832,811 | 76,195 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $864,224 | 77,718 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $692,762 | 60,929 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $284,917 | 26,879 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $660,902 | 56,247 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $760,963 | 57,912 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,021,690 | 65,493 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,024,337 | 67,435 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $995,929 | 63,435 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $886,873 | 59,843 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||