SWA
NMT icon

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

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
PI
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
HA
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
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 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. 11 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.
  • 11 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.