Access Financial Services’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Access Financial Services’s Portfolio NMS Stock Details NMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373K	Hold	30,797	–	–	0.12%	84
2026 Q1	$375K	Hold	30,797	–	–	0.13%	79
2025 Q4	$361K	Buy	30,797 +7,537	+32%	+$89.7K	0.13%	85
2025 Q3	$277K	Buy	+23,260	New	+$266K	0.1%	96
2023 Q2	–	Sell	-21,958	Closed	-$266K	–	87
2023 Q1	$266K	Buy	+21,958	New	+$263K	0.16%	81
2022 Q4	–	Sell	-25,742	Closed	-$310K	–	89
2022 Q3	$310K	Buy	25,742 +508	+2%	+$7.44K	0.2%	82
2022 Q2	$373K	Sell	25,234 -1,289	-5%	-$19.2K	0.21%	85
2022 Q1	$395K	Buy	26,523 +2,000	+8%	+$29.8K	0.19%	94
2021 Q4	$368K	Buy	+24,523	New	+$375K	0.17%	98
2019 Q2	–	Sell	-12,413	Closed	-$166K	–	75
2019 Q1	$166K	Buy	+12,413	New	+$160K	0.13%	68
2017 Q4	–	Sell	-16,413	Closed	-$250K	–	71
2017 Q3	$250K	Buy	16,413 +200	+1%	+$3.14K	0.19%	64
2017 Q2	$260K	Sell	16,213 -1,075	-6%	-$17.6K	0.21%	62
2017 Q1	$290K	Hold	17,288	–	–	0.24%	58
2016 Q4	$271K	Buy	+17,288	New	+$285K	0.25%	57

Other funds holding NMS

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

HWP

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Access Financial Services's NMS Position: Q2 2026 in Review

Access Financial Services held its Nuveen Minnesota Quality Municipal Income Fund (NMS) position steady in Q2 2026 at 30,797 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #84.

Access Financial Services first reported a position in NMS in Q4 2016 and has held it in 14 quarters since. The position peaked at $395K in Q1 2022. 11 funds tracked by Wall St. Rank hold NMS as of Q2 2026.

Access Financial Services held 30,797 shares of Nuveen Minnesota Quality Municipal Income Fund worth $373K as of Q2 2026.
Access Financial Services left its Nuveen Minnesota Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Minnesota Quality Municipal Income Fund made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #84 holding.
Access Financial Services first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q4 2016 and has held it in 14 quarters since.
Access Financial Services's Nuveen Minnesota Quality Municipal Income Fund position peaked at $395K in Q1 2022.
11 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.