Realta Investment Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Realta Investment Advisors’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	$572K	Hold	53,359	–	–	0.18%	122
2026 Q1	$545K	Hold	53,359	–	–	0.19%	118
2025 Q4	$538K	Hold	53,359	–	–	0.18%	120
2025 Q3	$544K	Hold	53,359	–	–	0.18%	114
2025 Q2	$529K	Buy	+53,359	New	+$529K	0.21%	102
2024 Q3	–	Sell	-59,611	Closed	-$661K	–	629
2024 Q2	$661K	Buy	59,611 +81	+0.1%	+$876	0.13%	178
2024 Q1	$647K	Buy	59,530 +1,477	+3%	+$15.9K	0.13%	183
2023 Q4	$611K	Buy	58,053 +2,502	+5%	+$24.4K	0.14%	186
2023 Q3	$575K	Hold	55,551	–	–	0.13%	182
2023 Q2	$575K	Buy	55,551 +517	+0.9%	+$5.35K	0.13%	194
2023 Q1	$582K	Buy	55,034 +10	+0%	+$105	0.14%	184
2022 Q4	$565K	Buy	55,024 +821	+2%	+$8.25K	0.14%	181
2022 Q3	$532K	Buy	54,203 +7	+0%	+$77	0.14%	182
2022 Q2	$601K	Buy	54,196 +310	+0.6%	+$3.48K	0.15%	162
2022 Q1	$654K	Buy	53,886 +4	+0%	+$51	0.13%	173
2021 Q4	$743K	Buy	53,882 +7	+0%	+$96	0.16%	148
2021 Q3	$745K	Buy	53,875 +5	+0%	+$71	0.18%	146
2021 Q2	$764K	Buy	53,870 +6	+0%	+$83	0.18%	146
2021 Q1	$735K	Buy	53,864 +3	+0%	+$41	0.19%	140
2020 Q4	$729K	Buy	53,861 +19,002	+55%	+$249K	0.21%	112
2020 Q3	$448K	Hold	34,859	–	–	0.15%	163
2020 Q2	$449K	Hold	34,859	–	–	0.15%	180
2020 Q1	$436K	Hold	34,859	–	–	0.19%	151
2019 Q4	$470K	Hold	34,859	–	–	0.13%	195
2019 Q3	$469K	Hold	34,859	–	–	0.13%	188
2019 Q2	$456K	Hold	34,859	–	–	0.13%	184
2019 Q1	$443K	Buy	+34,859	New	+$428K	0.2%	145

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

Realta Investment Advisors's NRK Position: Q2 2026 in Review

Realta Investment Advisors held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q2 2026 at 53,359 shares worth $572K. The position accounts for 0.18% of the portfolio, ranked #122.

Realta Investment Advisors first reported a position in NRK in Q1 2019 and has held it in 27 quarters since. The position peaked at $764K in Q2 2021. 110 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

Realta Investment Advisors held 53,359 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $572K as of Q2 2026.
Realta Investment Advisors left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #122 holding.
Realta Investment Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 27 quarters since.
Realta Investment Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $764K in Q2 2021.
110 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.