NewEdge Wealth, LLC

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

CIK 1861796 STAMFORD, CT

Position in NEA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,388,926

-$34,586 QoQ

Shares Held

123,680

+1.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $150,558,166 across 53 Asset Management names. NEA ranks #16 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	537,227	$61,775,732
2	CEF	Sprott Physical Gold & Silver Trust	253,922	$12,117,157
3	APO	Apollo Global Management, Inc.	78,327	$8,727,194
4	OBDC	Blue Owl Capital Corp	758,426	$8,388,191
5	PHYS	Sprott Physical Gold Trust	234,115	$8,297,035
6	BLK	BlackRock, Inc.	7,056	$6,785,825
7	PSLV	Sprott Physical Silver Trust	211,665	$5,162,509
8	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	195,343	$3,900,999

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.