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

SHP 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
Q1 		$31K Hold
2,516
– – ﹤0.01% 607
2025
Q4 		$28.5K Buy
+2,516
New +$29K ﹤0.01% 605

Other funds holding NMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

SHP Wealth Management's NMT Position: Q1 2026 in Review

SHP Wealth Management held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q1 2026 at 2,516 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

SHP Wealth Management first reported a position in NMT in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold NMT as of Q1 2026.

  • SHP Wealth Management held 2,516 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $31K as of Q1 2026.
  • SHP Wealth Management 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 SHP Wealth Management's portfolio in Q1 2026, its #607 holding.
  • SHP Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.