SHEETS SMITH WEALTH MANAGEMENT

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1157436 WINSTON-SALEM, NC

Position in NEA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$132,075

+$5,738 QoQ

Shares Held

11,250

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#79

of 111 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHEETS SMITH WEALTH MANAGEMENT holds $7,484,627 across 9 Asset Management names. NEA ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,442	$3,309,689
2	BX	Blackstone Inc.	16,149	$1,900,252
3	PIM	Putnam Master Intermediate Income Trust	224,014	$723,565
4	AMG	Affiliated Managers Group, Inc.	1,227	$415,216
5	CHY	Calamos Convertible & High Income Fund	26,681	$363,395
6	UTF	Cohen & Steers Infrastructure Fund Inc	11,942	$329,479
7	JFR	Nuveen Floating Rate Income Fund	26,010	$199,496
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund This page	11,250	$132,075

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,075	11,250	0.0%	Shares	Sole	2026-07-13
2026-03-31	$126,337	11,250	+7.1%	Shares	Sole	2026-04-16
2025-12-31	$122,115	10,500	-8.4%	Shares	Sole	2026-01-20
2022-03-31	$150,676	11,467	+0.1%	Shares	Sole	2022-05-02
2021-12-31	$178,729	11,457	+0.1%	Shares	Sole	2022-01-20
2021-09-30	$173,895	11,448	+0.1%	Shares	Sole	2021-10-15
2021-06-30	$179,592	11,439	+0.1%	Shares	Sole	2021-08-03
2021-03-31	$169,392	11,430	+0.1%	Shares	Sole	2021-04-23
2020-12-31	$172,442	11,420	-15.5%	Shares	Sole	2021-01-13
2020-09-30	$193,747	13,511	-9.4%	Shares	Sole	2020-10-26
2020-06-30	$207,290	14,913	+0.1%	Shares	Sole	2020-07-17
2020-03-31	$201,800	14,904	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.