Funds holding Nuveen New Jersey Quality Muni
ISIN US67069Y1029 · United States · LEI 5493006CFPL75HL16F31
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 887K $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Clearwater Tax-Exempt Bond Fund Clearwater Investment Trust | 70,998 | 873.3K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 1,114 | 13.7K $ | 3.53 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 3.53 % | as of Mar 31, 2026 ↗ |
| Clearwater Tax-Exempt Bond Fund Clearwater Investment Trust | 0.11 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 72,112 | -58.3 % |
| 2026Q1 | 2 | -2 | 172,789 | -55.9 % |
| 2025Q4 | 4 | 0 | 392,143 | -0.0 % |
| 2025Q3 | 4 | 0 | 392,194 | -0.0 % |
| 2025Q2 | 4 | -1 | 392,324 | -1.7 % |
| 2025Q1 | 5 | 0 | 399,295 | -0.9 % |
| 2024Q4 | 5 | 0 | 402,901 | -1.5 % |
| 2024Q3 | 5 | 0 | 408,943 | +0.2 % |
| 2024Q2 | 5 | +1 | 408,189 | +0.8 % |
| 2024Q1 | 4 | 0 | 405,018 | +71.9 % |
| 2023Q4 | 4 | 235,582 |
Institutional managers
64 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | 793,054 | 9.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 760,293 | 9.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 447,250 | 5.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 424,986 | 5.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 346,509 | 4.3M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 333,212 | 4.1M $ | as of Mar 31, 2026 |
| SIT INVESTMENT ASSOCIATES INC | 265,380 | 3.3K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 254,979 | 3.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 178,412 | 2.2M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 147,029 | 1.9M $ | as of Mar 31, 2026 |
| SAX WEALTH ADVISORS, LLC | 128,142 | 1.6M $ | as of Mar 31, 2026 |
| Strategic Advisors LLC | 116,446 | 1.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 115,428 | 1.4M $ | as of Mar 31, 2026 |
| BCS Private Wealth Management, Inc. | 110,450 | 1.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 93,082 | 1.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 89,334 | 1.1M $ | as of Mar 31, 2026 |
| Breakwater Capital Group | 87,564 | 1.1M $ | as of Mar 31, 2026 |
| North Ground Capital | 62,639 | 770.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 55,274 | 679.9K $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 38,635 | 38.6K $ | as of Mar 31, 2026 |
| RMR Wealth Builders | 38,176 | 472.6K $ | as of Mar 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32,141 | 395.3K $ | as of Mar 31, 2026 |
| WEALTH EFFECTS LLC | 31,300 | 385K $ | as of Mar 31, 2026 |
| Yakira Capital Management, Inc. | 29,590 | 364K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 26,513 | 326.1K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Nuveen New Jersey Quality Muni". https://titelia.com/en/stocks/nuveen-new-jersey-quality-muni-US67069Y1029