CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$315K Buy
24,259
+3,000
+14% +$38.2K ﹤0.01% 2548
2026
Q1 		$262K Buy
+21,259
New +$250K ﹤0.01% 2481

Other funds holding NMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

CAPTRUST Financial Advisors's NMT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 14% in Q2 2026, buying an estimated $38.2K and bringing the position to 24,259 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

CAPTRUST Financial Advisors first reported a position in NMT in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

  • CAPTRUST Financial Advisors held 24,259 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $315K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,000 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2026, an estimated $38.2K.
  • Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2548 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.