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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's NRK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 60% in Q1 2026, buying an estimated $31.3K and bringing the position to 8,111 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #898.

Pinnacle Wealth Planning Services first reported a position in NRK in Q4 2020 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold NRK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,111 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $82.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,051 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $31.3K.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #898 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 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.