Atria Wealth Solutions’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Atria Wealth Solutions’s Portfolio NRK Stock Details NRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$103K	Sell	10,367 -4,633	-31%	-$45.9K	﹤0.01%	1430
2025 Q1	$156K	Buy	15,000 +3,000	+25%	+$31.6K	﹤0.01%	1757
2024 Q4	$126K	Hold	12,000	–	–	﹤0.01%	1886
2024 Q3	$135K	Hold	12,000	–	–	﹤0.01%	1836
2024 Q2	$134K	Hold	12,000	–	–	﹤0.01%	1827
2024 Q1	$131K	Hold	12,000	–	–	﹤0.01%	1869
2023 Q4	$126K	Hold	12,000	–	–	﹤0.01%	1837
2023 Q3	$114K	Hold	12,000	–	–	﹤0.01%	1770
2023 Q2	$125K	Hold	12,000	–	–	﹤0.01%	1766
2023 Q1	$127K	Hold	12,000	–	–	﹤0.01%	1737
2022 Q4	$123K	Hold	12,000	–	–	﹤0.01%	1681
2022 Q3	$118K	Buy	+12,000	New	+$132K	﹤0.01%	1620
2022 Q2	–	Sell	-12,000	Closed	-$146K	–	1810
2022 Q1	$146K	Buy	+12,000	New	+$153K	﹤0.01%	1634

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Atria Wealth Solutions's NRK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 31% in Q2 2025, selling an estimated $45.9K and leaving 10,367 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Atria Wealth Solutions first reported a position in NRK in Q1 2022 and has held it in 13 quarters since. The position peaked at $156K in Q1 2025. 90 funds tracked by Wall St. Rank hold NRK as of Q2 2025.

Atria Wealth Solutions held 10,367 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $103K as of Q2 2025.
Atria Wealth Solutions sold 4,633 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $45.9K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1430 holding.
Atria Wealth Solutions first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $156K in Q1 2025.
90 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.