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

Level Four 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 Q3	–	Sell	-11,982	Closed	-$137K	–	823
2025 Q2	$137K	Sell	11,982 -700	-6%	-$8.1K	0.01%	765
2025 Q1	$152K	Buy	+12,682	New	+$156K	0.01%	729
2023 Q4	–	Sell	-13,283	Closed	-$130K	–	834
2023 Q3	$130K	Hold	13,283	–	–	0.01%	707
2023 Q2	$149K	Sell	13,283 -4,772	-26%	-$54.2K	0.01%	759
2023 Q1	$218K	Buy	18,055 +1,240	+7%	+$14.9K	0.01%	668
2022 Q4	$189K	Hold	16,815	–	–	0.01%	623
2022 Q3	$202K	Sell	16,815 -600	-3%	-$8.79K	0.02%	506
2022 Q2	$258K	Buy	17,415 +1,300	+8%	+$19.4K	0.02%	476
2022 Q1	$240K	Buy	16,115 +2,865	+22%	+$42.6K	0.02%	557
2021 Q4	$199K	Buy	13,250 +434	+3%	+$6.64K	0.02%	618
2021 Q3	$205K	Buy	12,816 +211	+2%	+$3.34K	0.02%	443
2021 Q2	$206K	Buy	12,605 +33	+0.3%	+$525	0.01%	621
2021 Q1	$187K	Buy	12,572 +472	+4%	+$7.05K	0.01%	612
2020 Q4	$179K	Buy	12,100 +2,044	+20%	+$30.1K	0.01%	572
2020 Q3	$142K	Buy	10,056 +16	+0.2%	+$232	0.01%	526
2020 Q2	$143K	Buy	10,040 +15	+0.1%	+$201	0.01%	550
2020 Q1	$131K	Buy	10,025 +11	+0.1%	+$156	0.02%	469
2019 Q4	$147K	Buy	+10,014	New	+$141K	0.01%	549
2019 Q2	–	Sell	-19,969	Closed	-$268K	–	529
2019 Q1	$268K	Hold	19,969	–	–	0.03%	436
2018 Q4	$242K	Hold	19,969	–	–	0.03%	443
2018 Q3	$255K	Buy	19,969 +1,000	+5%	+$13.3K	0.03%	499
2018 Q2	$254K	Buy	18,969 +2,390	+14%	+$32.6K	0.02%	521
2018 Q1	$235K	Buy	+16,579	New	+$235K	0.02%	480

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA

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

Level Four Advisory Services's NMS Position: Q3 2025 in Review

Level Four Advisory Services sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q3 2025, closing a stake of 11,982 shares — an estimated $137K sold.

Level Four Advisory Services first reported a position in NMS in Q1 2018 and held it in 23 quarters. The position peaked at $268K in Q1 2019. 19 funds tracked by Wall St. Rank hold NMS as of Q3 2025.

Level Four Advisory Services reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Level Four Advisory Services sold 11,982 Nuveen Minnesota Quality Municipal Income Fund shares in Q3 2025, an estimated $137K.
Level Four Advisory Services first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q1 2018 and held it in 23 quarters.
Level Four Advisory Services's Nuveen Minnesota Quality Municipal Income Fund position peaked at $268K in Q1 2019.
19 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q3 2025.

Based on Level Four Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.