Skip to main content
Equibles

Integrated Wealth Concepts LLC

Position in NMT — Nuveen Massachusetts Quality Municipal Income Fund

CIK 1737109 WALTHAM, MA
Back to NMT Full portfolio

Position in NMT

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$223,428
+$11,696 QoQ
Shares Held
17,200
0.0% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 29 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NMT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. NMT ranks #96 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in NMT

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $223,428 17,200
2026-03-31 $211,732 17,200
2025-12-31 $194,876 17,200
2025-09-30 $200,380 17,200
2025-06-30 $202,272 17,200
2025-03-31 $203,648 17,200
2024-12-31 $197,800 17,200
2024-09-30 $200,896 17,200
2024-06-30 $191,092 17,200
2024-03-31 $187,824 17,200
2023-12-31 $180,772 17,200
2023-09-30 $163,056 17,200
2023-06-30 $179,568 17,200
2023-03-31 $183,008 17,200
2022-12-31 $181,804 17,200
2022-09-30 $200,790 18,889
2022-06-30 $223,787 18,949
2022-03-31 $268,252 21,089