Great Valley Advisor Group’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Great Valley Advisor Group’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
2025 Q4	–	Sell	-10,327	Closed	-$128K	–	976
2025 Q3	$128K	Buy	+10,327	New	+$119K	﹤0.01%	905
2023 Q4	–	Sell	-10,194	Closed	-$108K	–	742
2023 Q3	$108K	Hold	10,194	–	–	﹤0.01%	651
2023 Q2	$117K	Hold	10,194	–	–	﹤0.01%	676
2023 Q1	$119K	Hold	10,194	–	–	0.01%	672
2022 Q4	$115K	Hold	10,194	–	–	0.01%	663
2022 Q3	$112K	Sell	10,194 -590	-5%	-$7.34K	0.01%	645
2022 Q2	$136K	Sell	10,784 -1,120	-9%	-$14K	0.01%	647
2022 Q1	$159K	Buy	11,904 +575	+5%	+$7.99K	0.01%	574
2021 Q4	$174K	Buy	11,329 +545	+5%	+$8.38K	0.01%	576
2021 Q3	$166K	Hold	10,784	–	–	0.01%	558
2021 Q2	$168K	Hold	10,784	–	–	0.01%	527
2021 Q1	$156K	Hold	10,784	–	–	0.02%	483
2020 Q4	$155K	Hold	10,784	–	–	0.02%	454
2020 Q3	$146K	Hold	10,784	–	–	0.02%	412
2020 Q2	$143K	Sell	10,784 -150	-1%	-$1.97K	0.02%	389
2020 Q1	$147K	Hold	10,934	–	–	0.04%	292
2019 Q4	$160K	Sell	10,934 -100	-0.9%	-$1.45K	0.04%	349
2019 Q3	$160K	Hold	11,034	–	–	0.04%	331
2019 Q2	$156K	Hold	11,034	–	–	0.04%	322
2019 Q1	$153K	Hold	11,034	–	–	0.05%	288
2018 Q4	$141K	Buy	+11,034	New	+$140K	0.05%	227

Other funds holding NXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Great Valley Advisor Group's NXJ Position: Q4 2025 in Review

Great Valley Advisor Group sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2025, closing a stake of 10,327 shares — an estimated $128K sold.

Great Valley Advisor Group first reported a position in NXJ in Q4 2018 and held it in 21 quarters. The position peaked at $174K in Q4 2021. 65 funds tracked by Wall St. Rank hold NXJ as of Q4 2025.

Great Valley Advisor Group reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Great Valley Advisor Group sold 10,327 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2025, an estimated $128K.
Great Valley Advisor Group first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2018 and held it in 21 quarters.
Great Valley Advisor Group's Nuveen New Jersey Quality Municipal Income Fund position peaked at $174K in Q4 2021.
65 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.