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

Wellspring Financial 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
2025
Q3 		– Sell
-12,375
Closed -$123K – 198
2025
Q2 		$123K Sell
12,375
-21,321
-63% -$211K 0.01% 175
2025
Q1 		$347K Sell
33,696
-8,900
-21% -$93.6K 0.04% 86
2024
Q4 		$446K Sell
42,596
-13,000
-23% -$142K 0.05% 81
2024
Q3 		$623K Sell
55,596
-900
-2% -$9.99K 0.07% 71
2024
Q2 		$627K Buy
56,496
+13,000
+30% +$141K 0.09% 71
2024
Q1 		$473K Hold
43,496
– – 0.07% 74
2023
Q4 		$458K Buy
43,496
+7,000
+19% +$68.2K 0.11% 75
2023
Q3 		$345K Buy
36,496
+10,500
+40% +$105K 0.1% 77
2023
Q2 		$269K Hold
25,996
– – 0.08% 85
2023
Q1 		$275K Hold
25,996
– – 0.08% 89
2022
Q4 		$267K Sell
25,996
-3,000
-10% -$30.2K 0.09% 85
2022
Q3 		$285K Hold
28,996
– – 0.11% 65
2022
Q2 		$320K Sell
28,996
-5,400
-16% -$60.6K 0.11% 63
2022
Q1 		$418K Hold
34,396
– – 0.12% 61
2021
Q4 		$474K Hold
34,396
– – 0.13% 57
2021
Q3 		$476K Hold
34,396
– – 0.14% 56
2021
Q2 		$488K Buy
34,396
+17,296
+101% +$240K 0.15% 55
2021
Q1 		$214K Sell
17,100
-8,896
-34% -$120K 0.1% 82
2020
Q4 		$352K Hold
25,996
– – 0.12% 62
2020
Q3 		$334K Buy
25,996
+2,121
+9% +$27.7K 0.13% 62
2020
Q2 		$308K Buy
23,875
+6,775
+40% +$84.3K 0.13% 67
2020
Q1 		$214K Buy
+17,100
New +$229K 0.1% 82

Other funds holding NRK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wellspring Financial Advisors's NRK Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q3 2025, closing a stake of 12,375 shares — an estimated $123K sold.

Wellspring Financial Advisors first reported a position in NRK in Q1 2020 and held it in 22 quarters. The position peaked at $627K in Q2 2024. 95 funds tracked by Wall St. Rank hold NRK as of Q3 2025.

  • Wellspring Financial Advisors reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 12,375 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $123K.
  • Wellspring Financial Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 22 quarters.
  • Wellspring Financial Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $627K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.