Wealth Management Associates, Inc.
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 2067339
Cherry Hill, NJ
Position in NEA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$147,783
+$6,903 QoQ
Shares Held
12,588
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#214
of 296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Management Associates, Inc. holds $3,693,435 across 7 Asset Management names. NEA ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
75,124 | $2,266,491 | |
| 2 | IVZ |
Invesco Ltd.
|
19,460 | $513,549 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
25,026 | $303,315 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
13,488 | $172,646 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
16,065 | $153,742 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
12,588 | $147,783 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,858 | $135,909 |
All Filings in NEA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,783 | 12,588 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $140,880 | 12,545 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $145,572 | 12,517 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $141,942 | 12,462 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $135,582 | 12,416 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $152,051 | 13,576 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $134,796 | 11,950 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $143,041 | 11,950 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $123,676 | 10,792 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $119,467 | 10,792 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $125,983 | 11,453 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $116,353 | 12,020 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $131,378 | 12,020 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $139,000 | 12,500 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $142,125 | 12,500 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $159,572 | 15,054 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $267,124 | 22,734 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $301,103 | 22,915 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $357,474 | 22,915 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $304,392 | 20,039 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $313,309 | 19,956 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $294,458 | 19,869 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $268,931 | 17,810 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $253,746 | 17,695 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $244,765 | 17,609 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $237,261 | 17,523 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||