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

Tradition 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
2024 Q1	–	Sell	-1,000	Closed	-$11K	–	905
2023 Q4	$11K	Hold	1,000	–	–	﹤0.01%	979
2023 Q3	$10K	Hold	1,000	–	–	﹤0.01%	1015
2023 Q2	$11K	Hold	1,000	–	–	﹤0.01%	1022
2023 Q1	$12K	Hold	1,000	–	–	﹤0.01%	965
2022 Q4	$11K	Hold	1,000	–	–	﹤0.01%	887
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	886
2022 Q2	$15K	Buy	+1,000	New	+$14.9K	﹤0.01%	717

Other funds holding NMS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's NMS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q1 2024, closing a stake of 1,000 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in NMS in Q2 2022 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 16 funds tracked by Wall St. Rank hold NMS as of Q1 2024.

Tradition Wealth Management reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,000 Nuveen Minnesota Quality Municipal Income Fund shares in Q1 2024, an estimated $11K.
Tradition Wealth Management first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's Nuveen Minnesota Quality Municipal Income Fund position peaked at $15K in Q2 2022.
16 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.