Avantax Advisory Services’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Avantax Advisory Services’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$357K	Sell	32,571 -2,712	-8%	-$29.7K	﹤0.01%	1786
2025 Q1	$397K	Buy	35,283 +3,220	+10%	+$36.7K	﹤0.01%	1661
2024 Q4	$355K	Buy	32,063 +9,762	+44%	+$114K	﹤0.01%	1669
2024 Q3	$271K	Buy	22,301 +2,217	+11%	+$26.1K	﹤0.01%	1830
2024 Q2	$229K	Buy	+20,084	New	+$226K	﹤0.01%	1881
2021 Q4	–	Sell	-13,757	Closed	-$215K	–	1267
2021 Q3	$215K	Buy	+13,757	New	+$218K	﹤0.01%	1077
2020 Q4	–	Sell	-14,219	Closed	-$194K	–	1195
2020 Q3	$194K	Buy	+14,219	New	+$199K	﹤0.01%	1233

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Avantax Advisory Services's MUJ Position: Q2 2025 in Review

Avantax Advisory Services reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 7.7% in Q2 2025, selling an estimated $29.7K and leaving 32,571 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Avantax Advisory Services first reported a position in MUJ in Q3 2020 and has held it in 7 quarters since. The position peaked at $397K in Q1 2025. 67 funds tracked by Wall St. Rank hold MUJ as of Q2 2025.

Avantax Advisory Services held 32,571 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $357K as of Q2 2025.
Avantax Advisory Services sold 2,712 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2025, an estimated $29.7K.
BlackRock MuniHoldings New Jersey Quality Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1786 holding.
Avantax Advisory Services first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2020 and has held it in 7 quarters since.
Avantax Advisory Services's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $397K in Q1 2025.
67 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.