J.W. Cole Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

J.W. Cole Advisors’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 Q3	–	Sell	-254,324	Closed	-$2.78M	–	1583
2025 Q2	$2.78M	Buy	+254,324	New	+$2.78M	0.06%	312
2025 Q1	–	Sell	-251,955	Closed	-$2.79M	–	1324
2024 Q4	$2.79M	Buy	251,955 +7,390	+3%	+$86.5K	0.11%	177
2024 Q3	$2.97M	Buy	244,565 +42,196	+21%	+$497K	0.12%	167
2024 Q2	$2.3M	Buy	202,369 +15,996	+9%	+$180K	0.11%	194
2024 Q1	$2.17M	Buy	186,373 +11,000	+6%	+$126K	0.11%	200
2023 Q4	$2M	Buy	175,373 +6,700	+4%	+$71.2K	0.12%	190
2023 Q3	$1.71M	Buy	+168,673	New	+$1.84M	0.13%	178

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

J.W. Cole Advisors's MUJ Position: Q3 2025 in Review

J.W. Cole Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2025, closing a stake of 254,324 shares — an estimated $2.78M sold.

J.W. Cole Advisors first reported a position in MUJ in Q3 2023 and held it in 7 quarters. The position peaked at $2.97M in Q3 2024. 65 funds tracked by Wall St. Rank hold MUJ as of Q3 2025.

J.W. Cole Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2025 after selling out during the quarter.
J.W. Cole Advisors sold 254,324 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2025, an estimated $2.78M.
J.W. Cole Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2023 and held it in 7 quarters.
J.W. Cole Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $2.97M in Q3 2024.
65 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.