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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

NEA holding history

Nuveen AMT-Free Quality Municipal Income Fund in every 13F filed by Sheets Smith Wealth Management, 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)
11,250
Value
$132.1K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of NEA by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,250$132.1K<0.1%00.0%UnchangedHolders
Q1 202611,250$126.3K<0.1%+750+7.1%AddedHolders
Q4 202510,500$122.1K<0.1%+10,500NewHolders
Q2 20220$00.0%−11,467−100.0%Sold outHolders
Q1 202211,467$151.0K<0.1%+10+0.1%AddedHolders
Q4 202111,457$179.0K<0.1%+9+0.1%AddedHolders
Q3 202111,448$174.0K<0.1%+9+0.1%AddedHolders
Q2 202111,439$180.0K<0.1%+9+0.1%AddedHolders
Q1 202111,430$169.0K<0.1%––Holders

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