Sound Income Strategies’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10	Closed	-$62	–	1717
2026 Q1	$62	Hold	10	–	–	﹤0.01%	2530
2025 Q4	$47	Buy	10 +5	+100%	+$31	﹤0.01%	2468
2025 Q3	$37	Sell	5 -305	-98%	-$1.64K	﹤0.01%	1649
2025 Q2	$1.06K	Buy	310 +5	+2%	+$19	﹤0.01%	1364
2025 Q1	$1.16K	Buy	+305	New	+$1.34K	﹤0.01%	1325
2024 Q4	–	Sell	-10,200	Closed	-$68.1K	–	1522
2024 Q3	$68.1K	Sell	10,200 -100	-1%	-$460	﹤0.01%	399
2024 Q2	$42.8K	Hold	10,300	–	–	﹤0.01%	464
2024 Q1	$46.4K	Buy	10,300 +10,000	+3,333%	+$60.3K	﹤0.01%	424
2023 Q4	$2.72K	Hold	300	–	–	﹤0.01%	1004
2023 Q3	$2.71K	Hold	300	–	–	﹤0.01%	851
2023 Q2	$2.91K	Hold	300	–	–	﹤0.01%	836
2023 Q1	$3.15K	Hold	300	–	–	﹤0.01%	769
2022 Q4	$2.92K	Hold	300	–	–	﹤0.01%	715
2022 Q3	$5K	Buy	300 +100	+50%	+$1.98K	﹤0.01%	591
2022 Q2	$4K	Buy	200 +110	+122%	+$2.02K	﹤0.01%	620
2022 Q1	$2K	Buy	+90	New	+$2.12K	﹤0.01%	729

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Sound Income Strategies sold out of NIO (NIO) in Q2 2026, closing a stake of 10 shares — an estimated $62 sold.

Sound Income Strategies first reported a position in NIO in Q1 2022 and held it in 16 quarters. The position peaked at $68.1K in Q3 2024. 285 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Sound Income Strategies reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 10 NIO shares in Q2 2026, an estimated $62.
Sound Income Strategies first reported a position in NIO in Q1 2022 and held it in 16 quarters.
Sound Income Strategies's NIO position peaked at $68.1K in Q3 2024.
285 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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