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

Integrated Wealth Concepts’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 Q1	$212K	Hold	17,200	–	–	﹤0.01%	2077
2025 Q4	$195K	Hold	17,200	–	–	﹤0.01%	1534
2025 Q3	$200K	Hold	17,200	–	–	﹤0.01%	1860
2025 Q2	$202K	Hold	17,200	–	–	﹤0.01%	1765
2025 Q1	$204K	Hold	17,200	–	–	﹤0.01%	1612
2024 Q4	$198K	Hold	17,200	–	–	﹤0.01%	1608
2024 Q3	$201K	Hold	17,200	–	–	﹤0.01%	1556
2024 Q2	$191K	Hold	17,200	–	–	﹤0.01%	1534
2024 Q1	$188K	Hold	17,200	–	–	﹤0.01%	1529
2023 Q4	$181K	Hold	17,200	–	–	﹤0.01%	1478
2023 Q3	$163K	Hold	17,200	–	–	﹤0.01%	1444
2023 Q2	$180K	Hold	17,200	–	–	﹤0.01%	1442
2023 Q1	$183K	Hold	17,200	–	–	﹤0.01%	1231
2022 Q4	$182K	Sell	17,200 -1,689	-9%	-$17.7K	﹤0.01%	952
2022 Q3	$201K	Sell	18,889 -60	-0.3%	-$699	0.01%	870
2022 Q2	$224K	Sell	18,949 -2,140	-10%	-$25.5K	0.01%	856
2022 Q1	$268K	Buy	+21,089	New	+$294K	0.01%	781

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

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

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

Integrated Wealth Concepts's NMT Position: Q1 2026 in Review

Integrated Wealth Concepts held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q1 2026 at 17,200 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Integrated Wealth Concepts first reported a position in NMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $268K in Q1 2022. 32 funds tracked by Wall St. Rank hold NMT as of Q1 2026.

Integrated Wealth Concepts held 17,200 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $212K as of Q1 2026.
Integrated Wealth Concepts left its Nuveen Massachusetts Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2077 holding.
Integrated Wealth Concepts first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2022 and has held it in 17 quarters since.
Integrated Wealth Concepts's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $268K in Q1 2022.
32 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.