Avantax Advisory Services’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Avantax Advisory Services’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	$186K	Buy	18,765 +587	+3%	+$5.82K	﹤0.01%	2223
2025 Q1	$187K	Buy	18,178 +1,025	+6%	+$10.8K	﹤0.01%	2112
2024 Q4	$179K	Sell	17,153 -601	-3%	-$6.54K	﹤0.01%	2073
2024 Q3	$199K	Sell	17,754 -3,267	-16%	-$36.3K	﹤0.01%	2005
2024 Q2	$233K	Sell	21,021 -8,025	-28%	-$86.8K	﹤0.01%	1865
2024 Q1	$316K	Sell	29,046 -92	-0.3%	-$989	﹤0.01%	1268
2023 Q4	$307K	Sell	29,138 -13,474	-32%	-$131K	﹤0.01%	1223
2023 Q3	$403K	Sell	42,612 -54,502	-56%	-$547K	﹤0.01%	1046
2023 Q2	$1.01M	Sell	97,114 -26,766	-22%	-$277K	0.01%	676
2023 Q1	$1.31M	Buy	123,880 +8,057	+7%	+$85K	0.02%	572
2022 Q4	$1.19M	Buy	115,823 +71,997	+164%	+$724K	0.02%	582
2022 Q3	$430K	Sell	43,826 -18,387	-30%	-$202K	0.01%	841
2022 Q2	$687K	Sell	62,213 -5,210	-8%	-$58.4K	0.01%	657
2022 Q1	$820K	Buy	67,423 +3,698	+6%	+$47.2K	0.01%	608
2021 Q4	$879K	Sell	63,725 -50,466	-44%	-$695K	0.01%	560
2021 Q3	$1.58M	Buy	114,191 +7,002	+7%	+$99.3K	0.03%	387
2021 Q2	$1.52M	Buy	107,189 +34,066	+47%	+$474K	0.03%	388
2021 Q1	$1M	Buy	73,123 +20,664	+39%	+$279K	0.02%	429
2020 Q4	$709K	Sell	52,459 -5,350	-9%	-$70.1K	0.02%	452
2020 Q3	$743K	Buy	+57,809	New	+$756K	0.01%	641

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Avantax Advisory Services's NRK Position: Q2 2025 in Review

Avantax Advisory Services increased its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 3.2% in Q2 2025, buying an estimated $5.82K and bringing the position to 18,765 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Avantax Advisory Services first reported a position in NRK in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.58M in Q3 2021. 90 funds tracked by Wall St. Rank hold NRK as of Q2 2025.

Avantax Advisory Services held 18,765 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $186K as of Q2 2025.
Avantax Advisory Services bought 587 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $5.82K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2223 holding.
Avantax Advisory Services first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $1.58M in Q3 2021.
90 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.