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Avantax Advisory Services’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Avantax Advisory 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
2025
Q2 		– Sell
-12,600
Closed -$151K – 2419
2025
Q1 		$151K Buy
12,600
+1,600
+15% +$19.7K ﹤0.01% 2128
2024
Q4 		$136K Buy
+11,000
New +$143K ﹤0.01% 2100

Other funds holding NMS

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Avantax Advisory Services's NMS Position: Q2 2025 in Review

Avantax Advisory Services sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q2 2025, closing a stake of 12,600 shares — an estimated $151K sold.

Avantax Advisory Services first reported a position in NMS in Q4 2024 and held it in 2 quarters. The position peaked at $151K in Q1 2025. 18 funds tracked by Wall St. Rank hold NMS as of Q2 2025.

  • Avantax Advisory Services reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 12,600 Nuveen Minnesota Quality Municipal Income Fund shares in Q2 2025, an estimated $151K.
  • Avantax Advisory Services first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Nuveen Minnesota Quality Municipal Income Fund position peaked at $151K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.