Chung Wu Investment Group, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 2054278
SUGAR LAND, TX
Position in NEA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$70,440
+$3,060 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#251
of 296 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $4,186,325 across 21 Asset Management names. NEA ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
147,810 | $3,257,732 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
12,978 | $204,663 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
9,400 | $113,928 | |
| 4 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
10,000 | $111,100 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
7,000 | $81,200 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
6,000 | $76,800 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
6,000 | $70,440 | |
| 8 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
2,300 | $54,142 |
All Filings in NEA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,440 | 6,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $67,380 | 6,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $69,780 | 6,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $68,340 | 6,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $65,520 | 6,000 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||