Belpointe Asset Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Belpointe Asset Management’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 Q1	$108K	Hold	10,600	–	–	﹤0.01%	1046
2025 Q4	$107K	Buy	+10,600	New	+$107K	﹤0.01%	1001
2023 Q4	–	Sell	-55,070	Closed	-$520K	–	745
2023 Q3	$520K	Buy	+55,070	New	+$552K	0.05%	327
2023 Q1	–	Sell	-23,300	Closed	-$239K	–	3812
2022 Q4	$239K	Buy	23,300 +8,000	+52%	+$80.4K	0.01%	814
2022 Q3	$150K	Hold	15,300	–	–	0.01%	966
2022 Q2	$169K	Hold	15,300	–	–	0.01%	896
2022 Q1	$186K	Sell	15,300 -350	-2%	-$4.46K	0.01%	940
2021 Q4	$216K	Buy	15,650 +2,300	+17%	+$31.7K	0.01%	858
2021 Q3	$185K	Buy	13,350 +5,300	+66%	+$75.2K	0.01%	885
2021 Q2	$114K	Hold	8,050	–	–	0.01%	1071
2021 Q1	$110K	Buy	+8,050	New	+$109K	0.01%	967
2020 Q3	–	Sell	-8,382	Closed	-$108K	–	814
2020 Q2	$108K	Hold	8,382	–	–	0.01%	700
2020 Q1	$105K	Sell	8,382 -100	-1%	-$1.34K	0.02%	600
2019 Q4	$115K	Buy	+8,482	New	+$114K	0.01%	732

Other funds holding NRK

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Belpointe Asset Management's NRK Position: Q1 2026 in Review

Belpointe Asset Management held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q1 2026 at 10,600 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Belpointe Asset Management first reported a position in NRK in Q4 2019 and has held it in 14 quarters since. The position peaked at $520K in Q3 2023. 99 funds tracked by Wall St. Rank hold NRK as of Q1 2026.

Belpointe Asset Management held 10,600 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $108K as of Q1 2026.
Belpointe Asset Management left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1046 holding.
Belpointe Asset Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 14 quarters since.
Belpointe Asset Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $520K in Q3 2023.
99 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.