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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

NEA holding history

Nuveen AMT-Free Quality Municipal Income Fund in every 13F filed by Evoke Wealth, 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of NEA by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−236,500−100.0%Sold outHolders
Q1 2026236,500$2.67M<0.1%−18,589−7.3%ReducedHolders
Q4 2025255,089$2.97M0.1%00.0%UnchangedHolders
Q3 2025255,089$2.92M0.1%00.0%UnchangedHolders
Q2 2025255,089$2.80M0.1%+8,000+3.2%AddedHolders
Q1 2025247,089$2.79M0.1%00.0%UnchangedHolders
Q4 2024247,089$2.79M0.1%+37,000+17.6%AddedHolders
Q3 2024210,089$2.53M0.1%+174,089+483.6%AddedHolders
Q2 202436,000$415.2K0.6%−110,689−75.5%ReducedHolders
Q1 2024146,689$1.63M<0.1%+110,689+307.5%AddedHolders
Q4 202336,000$396.0K0.8%−119,366−76.8%ReducedHolders
Q3 2023155,366$1.51M0.1%+1,266+0.8%AddedHolders
Q2 2023154,100$1.69M0.1%00.0%UnchangedHolders
Q1 2023154,100$1.72M0.1%−5,650−3.5%ReducedHolders
Q4 2022159,750$1.82M0.1%−14,581−8.4%ReducedHolders
Q3 2022174,331$1.86M0.1%+790.0%AddedHolders
Q2 2022174,252$2.06M0.1%−5,649−3.1%ReducedHolders
Q1 2022179,901$2.37M0.1%+5,076+2.9%AddedHolders
Q4 2021174,825$2.73M0.1%+750.0%AddedHolders
Q3 2021174,750$2.66M0.1%+16,500+10.4%AddedHolders
Q2 2021158,250$2.49M0.1%+60,050+61.2%AddedHolders
Q1 202198,200$1.46M0.1%––Holders

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