Wealthspire Advisors (New York)’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-7,150	Closed	-$72.9K	–	2240
2025 Q3	$72.9K	Sell	7,150 -6,286	-47%	-$60.7K	﹤0.01%	1113
2025 Q2	$133K	Sell	13,436 -10,200	-43%	-$101K	﹤0.01%	811
2025 Q1	$243K	Hold	23,636	–	–	﹤0.01%	691
2024 Q4	$247K	Hold	23,636	–	–	﹤0.01%	690
2024 Q3	$265K	Hold	23,636	–	–	﹤0.01%	645
2024 Q2	$262K	Hold	23,636	–	–	﹤0.01%	566
2024 Q1	$257K	Hold	23,636	–	–	﹤0.01%	548
2023 Q4	$249K	Hold	23,636	–	–	﹤0.01%	568
2023 Q3	$223K	Hold	23,636	–	–	﹤0.01%	548
2023 Q2	$245K	Hold	23,636	–	–	﹤0.01%	485
2023 Q1	$250K	Sell	23,636 -18,725	-44%	-$197K	﹤0.01%	468
2022 Q4	$435K	Sell	42,361 -2,790	-6%	-$28K	0.01%	392
2022 Q3	$443K	Buy	45,151 +2,790	+7%	+$30.6K	0.01%	354
2022 Q2	$468K	Buy	+42,361	New	+$475K	0.01%	328
2021 Q4	–	Sell	-42,361	Closed	-$586K	–	599
2021 Q3	$586K	Buy	+42,361	New	+$601K	0.01%	327

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s NRK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q4 2025, closing a stake of 7,150 shares — an estimated $72.9K sold.

Wealthspire Advisors (New York) first reported a position in NRK in Q3 2021 and held it in 15 quarters. The position peaked at $586K in Q3 2021. 108 funds tracked by Wall St. Rank hold NRK as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,150 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $72.9K.
Wealthspire Advisors (New York) first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2021 and held it in 15 quarters.
Wealthspire Advisors (New York)'s Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $586K in Q3 2021.
108 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.