NewEdge Wealth, LLC

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1861796 STAMFORD, CT

Position in NEA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,462,158

+$73,232 QoQ

Shares Held

124,545

+0.7% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#63

of 297 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. NEA ranks #13 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	546,382	$64,292,769
2	APO	Apollo Global Management, Inc.	86,404	$10,222,457
3	CEF	Sprott Physical Gold & Silver Trust	253,922	$10,215,282
4	PHYS	Sprott Physical Gold Trust	234,115	$7,063,249
5	BLK	BlackRock, Inc.	7,135	$6,860,730
6	OBDC	Blue Owl Capital Corp	614,082	$6,675,071
7	PSLV	Sprott Physical Silver Trust	211,665	$3,994,118
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	249,723	$3,154,001

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,462,158	124,545	+0.7%	Shares	Sole	2026-08-10
2026-03-31	$1,388,926	123,680	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$1,423,512	122,400	+20.8%	Shares	Sole	2026-02-03
2025-09-30	$1,153,807	101,300	+8.6%	Shares	Sole	2025-11-07
2025-06-30	$1,018,836	93,300	-39.9%	Shares	Sole	2025-08-11
2025-03-31	$1,737,904	155,170	+42.0%	Shares	Sole	2025-05-09
2024-12-31	$1,232,340	109,250	+76.1%	Shares	Sole	2025-02-05
2024-09-30	$742,738	62,050	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.