Pinnacle Wealth Planning Services
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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
Q3 		$66K Sell
7,147
-950
-12% -$9.7K 0.01% 1107
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

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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's NRK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 12% in Q3 2026, selling an estimated $9.7K and leaving 7,147 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #1107.

Pinnacle Wealth Planning Services first reported a position in NRK in Q4 2020 and has held it in 5 quarters since. The position peaked at $86.8K in Q2 2026. 81 funds tracked by Wall St. Rank hold NRK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 7,147 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $66K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 950 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $9.7K.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1107 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 5 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $86.8K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.