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Creative Planning NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
16
Latest value
$688K
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $184K |
| Q3 2025 | $37K |
| Q3 2025 | $1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $177K |
| Q4 2025 | $1.9M |
| Q1 2026 | $213K |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.1M |
| Q2 2026 | $307K |
| Q2 2026 | $152K |
| Q2 2026 | $803K |
| Q3 2026 | $118K |
| Q3 2026 | $143K |
| Q3 2026 | $688K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $688K | 69.1K | — | — |
| Q3 2026 | $143K | 13.5K | — | — |
| Q3 2026 | $118K | 13.2K | — | — |
| Q2 2026 | $803K | 68.4K | — | — |
| Q2 2026 | $152K | 11.9K | — | — |
| Q2 2026 | $307K | 29.1K | — | — |
| Q1 2026 | $1.1M | 96.7K | — | — |
| Q1 2026 | $1.8M | 145.9K | — | — |
| Q1 2026 | $213K | 20.5K | — | — |
| Q4 2025 | $1.9M | 146.7K | — | — |
| Q4 2025 | $177K | 17.3K | — | — |
| Q4 2025 | $1.1M | 95.0K | — | — |
| Q3 2025 | $1M | 89.5K | — | — |
| Q3 2025 | $37K | 3.2K | — | — |
| Q3 2025 | $184K | 17.3K | — | — |
| Q3 2025 | $1.8M | 150.1K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M