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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NEA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
13
Latest value
$1.1M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $1.8M |
| Q3 2025 | $180K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $184K |
| Q4 2025 | $197K |
| Q1 2026 | $884K |
| Q1 2026 | $1.3M |
| Q2 2026 | $872K |
| Q2 2026 | $1.4M |
| Q3 2026 | $843K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 108.5K | — | — |
| Q3 2026 | $843K | 79.8K | — | — |
| Q2 2026 | $1.4M | 119.7K | — | — |
| Q2 2026 | $872K | 68.3K | — | — |
| Q1 2026 | $1.3M | 112.2K | — | — |
| Q1 2026 | $884K | 70.8K | — | — |
| Q4 2025 | $197K | 21.1K | — | — |
| Q4 2025 | $184K | 13.9K | — | — |
| Q4 2025 | $1.9M | 165.2K | — | — |
| Q4 2025 | $1.2M | 91.2K | — | — |
| Q3 2025 | $180K | 13.7K | — | — |
| Q3 2025 | $1.8M | 156.3K | — | — |
| Q3 2025 | $1M | 84.0K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M