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Regal Investment Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Regal Investment 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
2026
Q1 		$178K Hold
15,406
– – 0.01% 637
2025
Q4 		$183K Hold
15,406
– – 0.01% 563
2025
Q3 		$179K Hold
15,406
– – 0.01% 500
2025
Q2 		$169K Hold
15,406
– – 0.01% 467
2025
Q1 		$173K Hold
15,406
– – 0.01% 443
2024
Q4 		$171K Hold
15,406
– – 0.01% 449
2024
Q3 		$187K Buy
15,406
+4,452
+41% +$52.5K 0.01% 483
2024
Q2 		$125K Hold
10,954
– – 0.01% 557
2024
Q1 		$127K Buy
+10,954
New +$126K 0.01% 564

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GC
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Bank of America
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RCM
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return