CWP
NXJ

Concord Wealth Partners’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Concord Wealth Partners’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,046
Closed -$25.9K – 602
2025
Q4 		$25.9K Hold
2,046
– – ﹤0.01% 411
2025
Q3 		$25.4K Hold
2,046
– – ﹤0.01% 430
2025
Q2 		$23.2K Hold
2,046
– – ﹤0.01% 447
2025
Q1 		$24.1K Hold
2,046
– – ﹤0.01% 413
2024
Q4 		$24.9K Hold
2,046
– – ﹤0.01% 426
2024
Q3 		$26.7K Hold
2,046
– – ﹤0.01% 429
2024
Q2 		$25K Hold
2,046
– – ﹤0.01% 394
2024
Q1 		$24.7K Hold
2,046
– – ﹤0.01% 461
2023
Q4 		$24.1K Hold
2,046
– – ﹤0.01% 455
2023
Q3 		$21.6K Hold
2,046
– – ﹤0.01% 499
2023
Q2 		$23.5K Hold
2,046
– – 0.01% 482
2023
Q1 		$24K Hold
2,046
– – 0.01% 461
2022
Q4 		$23.1K Buy
+2,046
New +$22.9K 0.01% 499
2022
Q3 		– Sell
-2,046
Closed -$26K – 801
2022
Q2 		$26K Hold
2,046
– – 0.01% 487
2022
Q1 		$27K Hold
2,046
– – 0.01% 570
2021
Q4 		$31K Hold
2,046
– – 0.01% 550
2021
Q3 		$32K Hold
2,046
– – 0.01% 296
2021
Q2 		$32K Hold
2,046
– – 0.01% 416
2021
Q1 		$30K Hold
2,046
– – 0.01% 414
2020
Q4 		$29K Buy
+2,046
New +$28.4K 0.02% 268

Other funds holding NXJ

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Concord Wealth Partners's NXJ Position: Q1 2026 in Review

Concord Wealth Partners sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2026, closing a stake of 2,046 shares — an estimated $25.9K sold.

Concord Wealth Partners first reported a position in NXJ in Q4 2020 and held it in 20 quarters. The position peaked at $32K in Q3 2021. 64 funds tracked by Wall St. Rank hold NXJ as of Q1 2026.

  • Concord Wealth Partners reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2,046 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2026, an estimated $25.9K.
  • Concord Wealth Partners first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Nuveen New Jersey Quality Municipal Income Fund position peaked at $32K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.