Marks Group Wealth Management’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Marks Group Wealth Management’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	-41,632	Closed	-$500K	–	308
2025 Q1	$500K	Hold	41,632	–	–	0.05%	241
2024 Q4	$514K	Hold	41,632	–	–	0.05%	219
2024 Q3	$537K	Hold	41,632	–	–	0.05%	220
2024 Q2	$473K	Hold	41,632	–	–	0.05%	227
2024 Q1	$468K	Hold	41,632	–	–	0.05%	222
2023 Q4	$457K	Hold	41,632	–	–	0.05%	222
2023 Q3	$406K	Hold	41,632	–	–	0.05%	225
2023 Q2	$465K	Hold	41,632	–	–	0.06%	213
2023 Q1	$504K	Sell	41,632 -1,992	-5%	-$23.9K	0.06%	207
2022 Q4	$491K	Sell	43,624 -21,684	-33%	-$249K	0.07%	210
2022 Q3	$786K	Hold	65,308	–	–	0.12%	175
2022 Q2	$967K	Buy	+65,308	New	+$975K	0.14%	163

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 $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Marks Group Wealth Management's NMS Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q2 2025, closing a stake of 41,632 shares — an estimated $500K sold.

Marks Group Wealth Management first reported a position in NMS in Q2 2022 and held it in 12 quarters. The position peaked at $967K in Q2 2022. 18 funds tracked by Wall St. Rank hold NMS as of Q2 2025.

Marks Group Wealth Management reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Marks Group Wealth Management sold 41,632 Nuveen Minnesota Quality Municipal Income Fund shares in Q2 2025, an estimated $500K.
Marks Group Wealth Management first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2022 and held it in 12 quarters.
Marks Group Wealth Management's Nuveen Minnesota Quality Municipal Income Fund position peaked at $967K in Q2 2022.
18 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.