PWPS
NXJ

Pinnacle Wealth Planning Services’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.9K Sell
1,133
-247
-18% -$3.06K ﹤0.01% 1871
2025
Q4 		$17.4K Buy
+1,380
New +$17.5K ﹤0.01% 1782

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

Pinnacle Wealth Planning Services's NXJ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen New Jersey Quality Municipal Income Fund (NXJ) stake by 18% in Q1 2026, selling an estimated $3.06K and leaving 1,133 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Pinnacle Wealth Planning Services first reported a position in NXJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.4K in Q4 2025. 64 funds tracked by Wall St. Rank hold NXJ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,133 shares of Nuveen New Jersey Quality Municipal Income Fund worth $13.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 247 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2026, an estimated $3.06K.
  • Nuveen New Jersey Quality Municipal Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1871 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen New Jersey Quality Municipal Income Fund position peaked at $17.4K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.