Melfa Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Melfa Wealth Management’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	$383K	Sell	29,475 -20,750	-41%	-$264K	0.21%	99
2026 Q1	$618K	Hold	50,225	–	–	0.36%	71
2025 Q4	$569K	Hold	50,225	–	–	0.33%	79
2025 Q3	$585K	Hold	50,225	–	–	0.34%	75
2025 Q2	$591K	Hold	50,225	–	–	0.37%	65
2025 Q1	$595K	Hold	50,225	–	–	0.4%	64
2024 Q4	$578K	Hold	50,225	–	–	0.39%	67
2024 Q3	$587K	Hold	50,225	–	–	0.39%	67
2024 Q2	$558K	Buy	50,225 +48	+0.1%	+$515	0.39%	65
2024 Q1	$548K	Buy	50,177 +72	+0.1%	+$767	0.4%	68
2023 Q4	$527K	Buy	50,105 +3,965	+9%	+$39.1K	0.5%	54
2023 Q3	$437K	Buy	46,140 +91	+0.2%	+$928	0.48%	56
2023 Q2	$481K	Buy	46,049 +1,026	+2%	+$10.7K	0.49%	55
2023 Q1	$479K	Buy	45,023 +975	+2%	+$10.5K	0.48%	57
2022 Q4	$466K	Buy	+44,048	New	+$462K	0.49%	56

Other funds holding NMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Melfa Wealth Management's NMT Position: Q2 2026 in Review

Melfa Wealth Management reduced its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 41% in Q2 2026, selling an estimated $264K and leaving 29,475 shares worth $383K. The position accounts for 0.21% of the portfolio, ranked #99.

Melfa Wealth Management first reported a position in NMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $618K in Q1 2026. 29 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

Melfa Wealth Management held 29,475 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $383K as of Q2 2026.
Melfa Wealth Management sold 20,750 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2026, an estimated $264K.
Nuveen Massachusetts Quality Municipal Income Fund made up 0.21% of Melfa Wealth Management's portfolio in Q2 2026, its #99 holding.
Melfa Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $618K in Q1 2026.
29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.