Wealth Effects’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Wealth Effects’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	$385K	Hold	31,300	–	–	0.14%	137
2025 Q4	$396K	Buy	31,300 +8,500	+37%	+$108K	0.12%	128
2025 Q3	$283K	Buy	22,800 +2,500	+12%	+$28.9K	0.09%	162
2025 Q2	$230K	Buy	20,300 +5,000	+33%	+$56.9K	0.09%	182
2025 Q1	$180K	Buy	+15,300	New	+$185K	0.08%	183
2024 Q1	–	Sell	-15,106	Closed	-$178K	–	226
2023 Q4	$178K	Hold	15,106	–	–	0.07%	210
2023 Q3	$160K	Hold	15,106	–	–	0.08%	173
2023 Q2	$173K	Hold	15,106	–	–	0.08%	180
2023 Q1	$177K	Hold	15,106	–	–	0.09%	176
2022 Q4	$171K	Buy	+15,106	New	+$169K	0.1%	173

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

Wealth Effects's NXJ Position: Q1 2026 in Review

Wealth Effects held its Nuveen New Jersey Quality Municipal Income Fund (NXJ) position steady in Q1 2026 at 31,300 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #137.

Wealth Effects first reported a position in NXJ in Q4 2022 and has held it in 10 quarters since. The position peaked at $396K in Q4 2025. 64 funds tracked by Wall St. Rank hold NXJ as of Q1 2026.

Wealth Effects held 31,300 shares of Nuveen New Jersey Quality Municipal Income Fund worth $385K as of Q1 2026.
Wealth Effects left its Nuveen New Jersey Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New Jersey Quality Municipal Income Fund made up 0.14% of Wealth Effects's portfolio in Q1 2026, its #137 holding.
Wealth Effects first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2022 and has held it in 10 quarters since.
Wealth Effects's Nuveen New Jersey Quality Municipal Income Fund position peaked at $396K in Q4 2025.
64 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.