Alpha Cubed Investments’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Alpha Cubed Investments’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$238K	Hold	21,011	–	–	0.01%	258
2025 Q3	$245K	Hold	21,011	–	–	0.01%	251
2025 Q2	$247K	Hold	21,011	–	–	0.01%	259
2025 Q1	$249K	Hold	21,011	–	–	0.01%	242
2024 Q4	$242K	Hold	21,011	–	–	0.01%	224
2024 Q3	$245K	Hold	21,011	–	–	0.01%	226
2024 Q2	$233K	Hold	21,011	–	–	0.01%	243
2024 Q1	$229K	Hold	21,011	–	–	0.01%	244
2023 Q4	$221K	Hold	21,011	–	–	0.01%	240
2023 Q3	$199K	Hold	21,011	–	–	0.01%	241
2023 Q2	$219K	Hold	21,011	–	–	0.01%	229
2023 Q1	$224K	Buy	+21,011	New	+$227K	0.02%	237

Other funds holding NMT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Alpha Cubed Investments's NMT Position: Q4 2025 in Review

Alpha Cubed Investments held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q4 2025 at 21,011 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #258.

Alpha Cubed Investments first reported a position in NMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $249K in Q1 2025. 33 funds tracked by Wall St. Rank hold NMT as of Q4 2025.

Alpha Cubed Investments held 21,011 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $238K as of Q4 2025.
Alpha Cubed Investments left its Nuveen Massachusetts Quality Municipal Income Fund share count unchanged in Q4 2025.
Nuveen Massachusetts Quality Municipal Income Fund made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #258 holding.
Alpha Cubed Investments first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2023 and has held it in 12 quarters since.
Alpha Cubed Investments's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $249K in Q1 2025.
33 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.