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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

NEA holding history

Nuveen AMT-Free Quality Municipal Income Fund in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of NEA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−18,637−100.0%Sold outHolders
Q4 202518,637$216.8K<0.1%−4,153−18.2%ReducedHolders
Q3 202522,790$260.0K<0.1%−799−3.4%ReducedHolders
Q2 202523,589$258.0K<0.1%+40.0%AddedHolders
Q1 202523,585$264.0K<0.1%−421−1.8%ReducedHolders
Q4 202424,006$271.0K<0.1%−6,766−22.0%ReducedHolders
Q3 202430,772$368.0K<0.1%−302,042−90.8%ReducedHolders
Q2 2024332,814$3.81M0.3%+1,915+0.6%AddedHolders
Q1 2024330,899$3.66M0.3%−1,936−0.6%ReducedHolders
Q4 2023332,835$3.66M0.3%−79,258−19.2%ReducedHolders
Q3 2023412,093$3.99M0.7%+24,939+6.4%AddedHolders
Q2 2023387,154$4.23M0.4%+26,041+7.2%AddedHolders
Q1 2023361,113$4.02M0.3%+361,113NewHolders
Q4 20220$00.0%−328,676−100.0%Sold outHolders
Q3 2022328,676$3.48M0.3%+248,237+308.6%AddedHolders
Q2 202280,439$945.0K0.1%−181,184−69.3%ReducedHolders
Q1 2022261,623$3.44M0.3%+122,280+87.8%AddedHolders
Q4 2021139,343$2.17M0.2%+63,103+82.8%AddedHolders
Q3 202176,240$1.16M0.1%+1,328+1.8%AddedHolders
Q2 202174,912$1.15M0.2%+3,637+5.1%AddedHolders
Q1 202171,275$1.06M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.