CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 944361
MINNEAPOLIS, MN
Position in NEA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$525,717
+$19,155 QoQ
Shares Held
44,780
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#16
of 45 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $3,200,257 across 7 Asset Management names. NEA ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
103,138 | $1,250,032 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
44,780 | $525,717 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
38,418 | $406,078 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
22,500 | $276,975 | |
| 5 | ARCC |
Ares Capital Corp
|
14,745 | $273,224 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
24,840 | $268,023 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
40,122 | $200,208 |
All Filings in NEA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,717 | 44,780 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $506,562 | 45,108 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $517,639 | 44,509 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $589,933 | 51,794 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $721,702 | 66,090 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,143,497 | 102,098 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,236,186 | 109,591 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,417,008 | 118,380 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,401,833 | 122,324 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,512,217 | 136,605 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,502,655 | 136,605 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,571,935 | 162,390 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,898,825 | 173,726 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,931,833 | 173,726 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,856,129 | 163,248 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $2,160,061 | 183,835 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,565,256 | 195,225 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,045,510 | 195,225 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,338,929 | 219,811 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,110,327 | 198,110 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,942,288 | 198,535 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,382,264 | 223,991 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,341,535 | 233,022 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,239,005 | 233,022 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||