Sound Income Strategies’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sound Income Strategies’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-195	Closed	-$2.23K	–	1704
2026 Q1	$2.23K	Hold	195	–	–	﹤0.01%	2120
2025 Q4	$2.29K	Buy	+195	New	+$2.24K	﹤0.01%	2093
2021 Q2	–	Sell	-2,033	Closed	-$30.1K	–	983
2021 Q1	$30.1K	Buy	2,033 +1,997	+5,547%	+$29.6K	0.01%	299
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	806
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	763
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	723
2020 Q1	$0	Hold	36	–	–	﹤0.01%	835
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	647
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	610
2019 Q2	$0	Hold	36	–	–	﹤0.01%	732
2019 Q1	$0	Hold	36	–	–	﹤0.01%	744
2018 Q4	$0	Hold	36	–	–	﹤0.01%	747
2018 Q3	$0	Hold	36	–	–	﹤0.01%	800
2018 Q2	$0	Hold	36	–	–	﹤0.01%	725
2018 Q1	$0	Hold	36	–	–	﹤0.01%	640
2017 Q4	$0	Buy	+36	New	+$494	﹤0.01%	554

Other funds holding NEA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sound Income Strategies's NEA Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 195 shares — an estimated $2.23K sold.

Sound Income Strategies first reported a position in NEA in Q4 2017 and held it in 16 quarters. The position peaked at $30.1K in Q1 2021. 149 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Sound Income Strategies reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 195 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.23K.
Sound Income Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $30.1K in Q1 2021.
149 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.