Back to NEA

WESPAC Advisors, LLC → NEA

WESPAC Advisors, LLC NEA Position History

Nuveen AMT-Free Quality Municipal Income Fund • Financial Services

Quarters held
10
Latest value
$651K
Q3 2026
Peak value
$792K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$765K
Q3 2025$744K
Q4 2025$744K
Q4 2025$740K
Q1 2026$769K
Q1 2026$754K
Q2 2026$792K
Q2 2026$767K
Q3 2026$646K
Q3 2026$651K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$651K72.6K——
Q3 2026$646K72.7K——
Q2 2026$767K72.6K——
Q2 2026$792K72.7K——
Q1 2026$754K72.6K——
Q1 2026$769K72.7K——
Q4 2025$740K72.6K——
Q4 2025$744K72.7K——
Q3 2025$744K70.3K——
Q3 2025$765K70.4K——

Other funds holding NEA

Other WESPAC Advisors, LLC positions

OKE

PGIM ETF TR

$11M
OKE

PGIM ETF TR

$10.2M
ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$8.7M
ETHA

ISHARES TR

$8.4M
OKE

PGIM ETF TR

$8M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.9M
ETHA

ISHARES TR

$7M