RMR Wealth Builders’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

RMR Wealth Builders’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	$706K	Sell	65,445 -244	-0.4%	-$2.57K	0.04%	162
2026 Q1	$675K	Buy	65,689 +37	+0.1%	+$380	0.05%	147
2025 Q4	$662K	Sell	65,652 -1,025	-2%	-$10.4K	0.05%	149
2025 Q3	$685K	Buy	66,677 +2,694	+4%	+$26K	0.06%	141
2025 Q2	$638K	Hold	63,983	–	–	0.06%	150
2025 Q1	$663K	Hold	63,983	–	–	0.07%	132
2024 Q4	$669K	Sell	63,983 -600	-0.9%	-$6.53K	0.07%	134
2024 Q3	$728K	Sell	64,583 -5,110	-7%	-$56.7K	0.08%	121
2024 Q2	$773K	Buy	69,693 +3,310	+5%	+$35.8K	0.09%	113
2024 Q1	$725K	Hold	66,383	–	–	0.09%	121
2023 Q4	$699K	Hold	66,383	–	–	0.1%	110
2023 Q3	$627K	Hold	66,383	–	–	0.1%	115
2023 Q2	$689K	Buy	66,383 +29,788	+81%	+$308K	0.12%	89
2023 Q1	$388K	Buy	+36,595	New	+$386K	0.07%	133
2020 Q4	–	Sell	-70,479	Closed	-$906K	–	544
2020 Q3	$906K	Buy	+70,479	New	+$922K	0.24%	71

Other funds holding NRK

HWAM

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 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

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

RMR Wealth Builders's NRK Position: Q2 2026 in Review

RMR Wealth Builders reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 0.37% in Q2 2026, selling an estimated $2.57K and leaving 65,445 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #162.

RMR Wealth Builders first reported a position in NRK in Q3 2020 and has held it in 15 quarters since. The position peaked at $906K in Q3 2020. 40 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

RMR Wealth Builders held 65,445 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $706K as of Q2 2026.
RMR Wealth Builders sold 244 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.57K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #162 holding.
RMR Wealth Builders first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 15 quarters since.
RMR Wealth Builders's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $906K in Q3 2020.
40 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.