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

PFG Investments’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	$2.8M	Sell	260,768 -539	-0.2%	-$5.67K	0.11%	156
2026 Q1	$2.67M	Buy	261,307 +16,363	+7%	+$168K	0.12%	148
2025 Q4	$2.47M	Sell	244,944 -6,111	-2%	-$61.9K	0.12%	159
2025 Q3	$2.56M	Sell	251,055 -9,108	-4%	-$87.9K	0.13%	139
2025 Q2	$2.58M	Buy	260,163 +2,564	+1%	+$25.4K	0.15%	124
2025 Q1	$2.65M	Buy	257,599 +82,218	+47%	+$865K	0.17%	107
2024 Q4	$1.83M	Buy	175,381 +35,587	+25%	+$388K	0.11%	175
2024 Q3	$1.57M	Buy	139,794 +30,778	+28%	+$342K	0.1%	196
2024 Q2	$1.21M	Sell	109,016 -9	-0%	-$97	0.09%	223
2024 Q1	$1.19M	Buy	+109,025	New	+$1.17M	0.07%	293

Other funds holding NRK

HWAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

PFG Investments's NRK Position: Q2 2026 in Review

PFG Investments reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 0.21% in Q2 2026, selling an estimated $5.67K and leaving 260,768 shares worth $2.8M. The position accounts for 0.11% of the portfolio, ranked #156.

PFG Investments first reported a position in NRK in Q1 2024 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

PFG Investments held 260,768 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $2.8M as of Q2 2026.
PFG Investments sold 539 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $5.67K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.11% of PFG Investments's portfolio in Q2 2026, its #156 holding.
PFG Investments first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
41 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.