NUVEEN NEW JERSEY QULT MUN F's ticker is NXJ and the CUSIP is 67069Y102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,651 | -7.9% | 15,468 | -0.1% | 0.15% | -5.7% |
| Q2 2023 | $177,670 | -2.0% | 15,490 | 0.0% | 0.16% | -8.1% |
| Q1 2023 | $181,388 | +10.8% | 15,490 | +6.9% | 0.17% | +23.7% |
| Q4 2022 | $163,737 | +2.3% | 14,490 | 0.0% | 0.14% | -3.5% |
| Q3 2022 | $160,000 | -25.6% | 14,490 | -15.3% | 0.14% | -33.9% |
| Q2 2022 | $215,000 | -34.3% | 17,101 | -30.1% | 0.22% | -29.4% |
| Q1 2022 | $327,000 | +0.6% | 24,475 | +15.7% | 0.31% | +2.3% |
| Q4 2021 | $325,000 | – | 21,145 | – | 0.30% | – |
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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% |