HBK Sorce Advisory’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

HBK Sorce Advisory’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	-17,226	Closed	-$214K	–	693
2025 Q4	$214K	Sell	17,226 -7,768	-31%	-$98.4K	﹤0.01%	572
2025 Q3	$318K	Sell	24,994 -510	-2%	-$5.89K	0.01%	460
2025 Q2	$289K	Sell	25,504 -1,084	-4%	-$12.3K	0.01%	468
2025 Q1	$313K	Sell	26,588 -747	-3%	-$9.01K	0.01%	439
2024 Q4	$333K	Sell	27,335 -6,730	-20%	-$84.1K	0.01%	424
2024 Q3	$444K	Buy	34,065 +5,026	+17%	+$63.6K	0.01%	360
2024 Q2	$355K	Buy	29,039 +9,504	+49%	+$113K	0.01%	403
2024 Q1	$236K	Buy	+19,535	New	+$235K	0.01%	518

Other funds holding NXJ

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

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

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 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

HBK Sorce Advisory's NXJ Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2026, closing a stake of 17,226 shares — an estimated $214K sold.

HBK Sorce Advisory first reported a position in NXJ in Q1 2024 and held it in 8 quarters. The position peaked at $444K in Q3 2024. 64 funds tracked by Wall St. Rank hold NXJ as of Q1 2026.

HBK Sorce Advisory reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
HBK Sorce Advisory sold 17,226 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2026, an estimated $214K.
HBK Sorce Advisory first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q1 2024 and held it in 8 quarters.
HBK Sorce Advisory's Nuveen New Jersey Quality Municipal Income Fund position peaked at $444K in Q3 2024.
64 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.