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 Q3	$578K	Sell	62,083 -3,362	-5%	-$34.3K	0.03%	174
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

RMR Wealth Builders's NRK Position: Q3 2026 in Review

RMR Wealth Builders reduced its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stake by 5.1% in Q3 2026, selling an estimated $34.3K and leaving 62,083 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #174.

RMR Wealth Builders first reported a position in NRK in Q3 2020 and has held it in 16 quarters since. The position peaked at $906K in Q3 2020. 35 funds tracked by Wall St. Rank hold NRK as of Q3 2026.

RMR Wealth Builders held 62,083 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $578K as of Q3 2026.
RMR Wealth Builders sold 3,362 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $34.3K.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #174 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 16 quarters since.
RMR Wealth Builders's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $906K in Q3 2020.
35 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.