Avestar Capital’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Avestar Capital’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
2026 Q3	$1.01M	Sell	108,568 -6,400	-6%	-$65.4K	0.08%	218
2026 Q2	$1.24M	Buy	114,968 +9,200	+9%	+$96.8K	0.07%	201
2026 Q1	$1.09M	Buy	105,768 +40,200	+61%	+$413K	0.07%	207
2025 Q4	$662K	Buy	65,568 +24,000	+58%	+$243K	0.04%	286
2025 Q3	$427K	Sell	41,568 -1,500	-3%	-$14.5K	0.03%	365
2025 Q2	$429K	Buy	43,068 +32,500	+308%	+$322K	0.03%	340
2025 Q1	$110K	Hold	10,568	–	–	0.01%	472
2024 Q4	$111K	Hold	10,568	–	–	0.01%	503
2024 Q3	$118K	Hold	10,568	–	–	0.01%	453
2024 Q2	$117K	Hold	10,568	–	–	0.01%	434
2024 Q1	$115K	Hold	10,568	–	–	0.01%	438
2023 Q4	$111K	Buy	+10,568	New	+$103K	0.01%	376

Other funds holding NRK

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Avestar Capital's NRK Position: Q3 2026 in Review

Avestar Capital reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 5.6% in Q3 2026, selling an estimated $65.4K and leaving 108,568 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #218.

Avestar Capital first reported a position in NRK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q2 2026. 51 funds tracked by Wall St. Rank hold NRK as of Q3 2026.

Avestar Capital held 108,568 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $1.01M as of Q3 2026.
Avestar Capital sold 6,400 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $65.4K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.08% of Avestar Capital's portfolio in Q3 2026, its #218 holding.
Avestar Capital first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 12 quarters since.
Avestar Capital's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $1.24M in Q2 2026.
51 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.