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

Spire Wealth Management’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	$132K	Hold	12,329	–	–	﹤0.01%	906
2026 Q1	$126K	Hold	12,329	–	–	﹤0.01%	919
2025 Q4	$124K	Hold	12,329	–	–	﹤0.01%	926
2025 Q3	$126K	Hold	12,329	–	–	﹤0.01%	924
2025 Q2	$122K	Hold	12,329	–	–	﹤0.01%	908
2025 Q1	$127K	Hold	12,329	–	–	﹤0.01%	949
2024 Q4	$129K	Hold	12,329	–	–	﹤0.01%	949
2024 Q3	$138K	Hold	12,329	–	–	﹤0.01%	827
2024 Q2	$137K	Hold	12,329	–	–	﹤0.01%	817
2024 Q1	$134K	Hold	12,329	–	–	﹤0.01%	911
2023 Q4	$128K	Hold	12,329	–	–	﹤0.01%	925
2023 Q3	$117K	Hold	12,329	–	–	﹤0.01%	900
2023 Q2	$128K	Hold	12,329	–	–	﹤0.01%	893
2023 Q1	$130K	Hold	12,329	–	–	0.01%	878
2022 Q4	$126K	Hold	12,329	–	–	0.01%	668
2022 Q3	$121K	Hold	12,329	–	–	0.01%	645
2022 Q2	$136K	Hold	12,329	–	–	0.01%	910
2022 Q1	$150K	Sell	12,329 -7,000	-36%	-$89.3K	﹤0.01%	1013
2021 Q4	$267K	Buy	19,329 +7,000	+57%	+$96.4K	0.01%	960
2021 Q3	$171K	Hold	12,329	–	–	﹤0.01%	982
2021 Q2	$175K	Sell	12,329 -7,000	-36%	-$97.3K	﹤0.01%	979
2021 Q1	$262K	Buy	+19,329	New	+$261K	0.01%	941

Other funds holding NRK

HWAM

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management's NRK Position: Q2 2026 in Review

Spire Wealth Management held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q2 2026 at 12,329 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Spire Wealth Management first reported a position in NRK in Q1 2021 and has held it in 22 quarters since. The position peaked at $267K in Q4 2021. 11 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

Spire Wealth Management held 12,329 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $132K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #906 holding.
Spire Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $267K in Q4 2021.
11 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.