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
2026 Q2	$258K	Buy	+24,023	New	+$253K	0.17%	92
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Lionshead Wealth Management's NRK Position: Q2 2026 in Review

Lionshead Wealth Management opened a new position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q2 2026: 24,023 shares worth $258K. The stake represents 0.17% of the portfolio and ranks #92 among its holdings. This is a return to the name: Lionshead Wealth Management previously reported a position in NRK as recently as Q1 2025.

Lionshead Wealth Management first reported a position in NRK in Q4 2024 and has held it in 3 quarters since. The position peaked at $915K in Q4 2024. 109 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

Lionshead Wealth Management held 24,023 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $258K as of Q2 2026.
Nuveen New York AMT-Free Quality Municipal Income Fund was a new Lionshead Wealth Management position in Q2 2026.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.17% of Lionshead Wealth Management's portfolio in Q2 2026, its #92 holding.
Lionshead Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 3 quarters since.
Lionshead Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $915K in Q4 2024.
109 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.