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

SOA Wealth 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	$43K	Hold	4,010	–	–	0.01%	418
2026 Q1	$40.9K	Hold	4,010	–	–	0.01%	403
2025 Q4	$40.5K	Hold	4,010	–	–	0.01%	402
2025 Q3	$40.9K	Hold	4,010	–	–	0.01%	403
2025 Q2	$39.7K	Hold	4,010	–	–	0.01%	402
2025 Q1	$41.3K	Hold	4,010	–	–	0.01%	368
2024 Q4	$41.9K	Sell	4,010 -3,882	-49%	-$42.3K	0.01%	351
2024 Q3	$88.4K	Sell	7,892 -1,333	-14%	-$14.8K	0.02%	259
2024 Q2	$102K	Hold	9,225	–	–	0.02%	247
2024 Q1	$100K	Hold	9,225	–	–	0.02%	245
2023 Q4	$97.1K	Hold	9,225	–	–	0.02%	236
2023 Q3	$87.2K	Hold	9,225	–	–	0.02%	242
2023 Q2	$95.5K	Hold	9,225	–	–	0.02%	238
2023 Q1	$97.5K	Hold	9,225	–	–	0.02%	227
2022 Q4	$94.6K	Hold	9,225	–	–	0.03%	227
2022 Q3	$90K	Hold	9,225	–	–	0.03%	212
2022 Q2	$101K	Hold	9,225	–	–	0.03%	204
2022 Q1	$111K	Hold	9,225	–	–	0.03%	220
2021 Q4	$127K	Hold	9,225	–	–	0.03%	195
2021 Q3	$127K	Hold	9,225	–	–	0.03%	197
2021 Q2	$130K	Hold	9,225	–	–	0.03%	195
2021 Q1	$125K	Sell	9,225 -2,714	-23%	-$36.7K	0.04%	179
2020 Q4	$164K	Buy	+11,939	New	+$157K	0.04%	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

SOA Wealth Advisors's NRK Position: Q2 2026 in Review

SOA Wealth Advisors held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q2 2026 at 4,010 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #418.

SOA Wealth Advisors first reported a position in NRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $164K in Q4 2020. 110 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

SOA Wealth Advisors held 4,010 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $43K as of Q2 2026.
SOA Wealth 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 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #418 holding.
SOA Wealth Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $164K in Q4 2020.
110 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.