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

Creative Planning’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	$170K	Buy	16,639 +5,358	+47%	+$55K	﹤0.01%	3791
2025 Q4	$114K	Hold	11,281	–	–	﹤0.01%	3689
2025 Q3	$115K	Hold	11,281	–	–	﹤0.01%	3653
2025 Q2	$112K	Buy	+11,281	New	+$112K	﹤0.01%	3400
2018 Q4	–	Sell	-11,852	Closed	-$141K	–	2052
2018 Q3	$141K	Sell	11,852 -36	-0.3%	-$436	﹤0.01%	1738
2018 Q2	$145K	Buy	11,888 +36	+0.3%	+$435	﹤0.01%	1699
2018 Q1	$144K	Hold	11,852	–	–	﹤0.01%	1683
2017 Q4	$154K	Buy	+11,852	New	+$154K	﹤0.01%	1669
2017 Q3	–	Sell	-4,630	Closed	-$61K	–	3088
2017 Q2	$61K	Hold	4,630	–	–	﹤0.01%	2357
2017 Q1	$60K	Hold	4,630	–	–	﹤0.01%	2343
2016 Q4	$59K	Hold	4,630	–	–	﹤0.01%	2261
2016 Q3	$65K	Buy	+4,630	New	+$66.5K	﹤0.01%	2158
2014 Q3	–	Sell	-7,904	Closed	-$104K	–	4108
2014 Q2	$104K	Buy	7,904 +7,202	+1,026%	+$94.1K	﹤0.01%	1406
2014 Q1	$9K	Sell	702 -867	-55%	-$10.9K	﹤0.01%	2805
2013 Q4	$19K	Buy	1,569 +1,168	+291%	+$14K	﹤0.01%	2219
2013 Q3	$5K	Buy	+401	New	+$4.94K	﹤0.01%	2733

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

Creative Planning's NRK Position: Q1 2026 in Review

Creative Planning increased its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 47% in Q1 2026, buying an estimated $55K and bringing the position to 16,639 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

Creative Planning first reported a position in NRK in Q3 2013 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold NRK as of Q1 2026.

Creative Planning held 16,639 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $170K as of Q1 2026.
Creative Planning bought 5,358 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $55K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3791 holding.
Creative Planning first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2013 and has held it in 16 quarters since.
99 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.