SAX WEALTH ADVISORS, LLC
Position in MUJ — Blackrock Muniholdings New Jersey Quality Fund, Inc.
CIK 1846150
PARSIPPANY, NJ
Position in MUJ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$194,682
-$5,976 QoQ
Shares Held
15,815
-8.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#37
of 55 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $8,394,205 across 22 Asset Management names. MUJ ranks #17 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,045 | $1,181,995 | |
| 2 | BOE |
BlackRock Enhanced Global Dividend Trust
|
85,274 | $1,030,962 | |
| 3 | BLK |
BlackRock, Inc.
|
581 | $558,666 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
36,035 | $547,371 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
49,338 | $508,181 | |
| 6 | NMT |
Nuveen Massachusetts Quality Municipal Income Fund
|
38,469 | $499,712 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
31,430 | $460,135 | |
| 8 | VVR |
Invesco Senior Income Trust
|
152,394 | $457,182 |
All Filings in MUJ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,682 | 15,815 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $200,658 | 17,343 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $206,381 | 17,343 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $200,993 | 17,342 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $189,894 | 17,342 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $195,097 | 17,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $191,975 | 17,342 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $210,358 | 17,342 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $197,525 | 17,342 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $201,687 | 17,342 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,872 | 17,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $175,501 | 17,342 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $193,710 | 17,342 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $198,565 | 17,342 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $191,975 | 17,342 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $203,595 | 17,342 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||