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

Pinnacle Wealth Planning Services’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	$86.8K	Sell	8,097 -14	-0.2%	-$147	0.01%	942
2026 Q1	$82.8K	Buy	8,111 +3,051	+60%	+$31.3K	0.01%	898
2025 Q4	$51.1K	Buy	+5,060	New	+$51.2K	0.01%	1185
2021 Q1	–	Sell	-1,398	Closed	-$19K	–	1398
2020 Q4	$19K	Buy	+1,398	New	+$18.3K	﹤0.01%	1175

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

Pinnacle Wealth Planning Services's NRK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 0.17% in Q2 2026, selling an estimated $147 and leaving 8,097 shares worth $86.8K. The position accounts for 0.01% of the portfolio, ranked #942.

Pinnacle Wealth Planning Services first reported a position in NRK in Q4 2020 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

Pinnacle Wealth Planning Services held 8,097 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $86.8K as of Q2 2026.
Pinnacle Wealth Planning Services sold 14 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $147.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #942 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.