Holos Integrated Wealth’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Holos Integrated Wealth’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	$1.29K	Hold	100	–	–	﹤0.01%	347
2026 Q1	$1.22K	Hold	100	–	–	﹤0.01%	359
2025 Q4	$1.13K	Hold	100	–	–	﹤0.01%	282
2025 Q3	$1.16K	Hold	100	–	–	﹤0.01%	277
2025 Q2	$1.14K	Hold	100	–	–	﹤0.01%	280
2025 Q1	$1.18K	Hold	100	–	–	﹤0.01%	285
2024 Q4	$1.15K	Buy	+100	New	+$1.17K	﹤0.01%	287

Other funds holding NMT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Holos Integrated Wealth's NMT Position: Q2 2026 in Review

Holos Integrated Wealth held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q2 2026 at 100 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Holos Integrated Wealth first reported a position in NMT in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

Holos Integrated Wealth held 100 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $1.29K as of Q2 2026.
Holos Integrated Wealth left its Nuveen Massachusetts Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #347 holding.
Holos Integrated Wealth first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.