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Sax Wealth Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Sax Wealth 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 		$474K Buy
38,469
+18,588
+93% +$237K 0.02% 351
2026
Q1 		$225K Hold
19,881
– – 0.01% 450
2025
Q4 		$225K Buy
+19,881
New +$229K 0.01% 458

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

Sax Wealth Advisors's NMT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 93% in Q2 2026, buying an estimated $237K and bringing the position to 38,469 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #351.

Sax Wealth Advisors first reported a position in NMT in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

  • Sax Wealth Advisors held 38,469 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $474K as of Q2 2026.
  • Sax Wealth Advisors bought 18,588 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2026, an estimated $237K.
  • Nuveen Massachusetts Quality Municipal Income Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • Sax Wealth Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.