NUVEEN NEW JERSEY QULT MUN F's ticker is NXJ and the CUSIP is 67069Y102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,052 | +7.7% | 84,504 | +16.7% | 0.01% | +8.3% |
| Q2 2023 | $830,244 | +8.0% | 72,384 | +10.3% | 0.01% | 0.0% |
| Q1 2023 | $768,469 | +18.7% | 65,625 | +14.6% | 0.01% | +9.1% |
| Q4 2022 | $647,208 | +79.8% | 57,275 | +75.0% | 0.01% | +57.1% |
| Q3 2022 | $360,000 | +2.3% | 32,725 | +17.0% | 0.01% | 0.0% |
| Q2 2022 | $352,000 | +136.2% | 27,975 | +152.0% | 0.01% | +250.0% |
| Q1 2022 | $149,000 | – | 11,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Point View Wealth Management, Inc. | 70,145 | $1,079,000 | 0.65% |
| Brick & Kyle, Associates | 34,014 | $523,000 | 0.43% |
| LUCAS CAPITAL MANAGEMENT | 30,078 | $463,000 | 0.33% |
| Tortoise Investment Management, LLC | 37,832 | $582,000 | 0.20% |
| BRAVE ASSET MANAGEMENT INC | 16,983 | $261,000 | 0.18% |
| Pointe Capital Management LLC | 12,118 | $186,000 | 0.14% |
| B. Riley Wealth Advisors, Inc. | 38,981 | $600,000 | 0.12% |
| SIT INVESTMENT ASSOCIATES INC | 198,949 | $3,060,000 | 0.08% |
| Advisors Asset Management, Inc. | 285,517 | $4,391,000 | 0.07% |
| Edge Wealth Management LLC | 10,910 | $168,000 | 0.07% |