LWM
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Lionshead Wealth Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Lionshead Wealth 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
2025
Q2 		– Sell
-77,601
Closed -$805K – 97
2025
Q1 		$805K Sell
77,601
-9,827
-11% -$103K 0.84% 37
2024
Q4 		$915K Buy
+87,428
New +$952K 0.66% 38

Other funds holding NRK

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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Lionshead Wealth Management's NRK Position: Q2 2025 in Review

Lionshead Wealth Management sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q2 2025, closing a stake of 77,601 shares — an estimated $805K sold.

Lionshead Wealth Management first reported a position in NRK in Q4 2024 and held it in 2 quarters. The position peaked at $915K in Q4 2024. 90 funds tracked by Wall St. Rank hold NRK as of Q2 2025.

  • Lionshead Wealth Management reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 77,601 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $805K.
  • Lionshead Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • Lionshead Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $915K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Lionshead Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.