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Equibles

JOURNEY STRATEGIC WEALTH LLC

Position in NQP — NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND

CIK 1909316 SUMMIT, NJ
Back to NQP Full portfolio

Position in NQP

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
15,116
+15.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NQP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $34,898,476 across 33 Asset Management names. NQP ranks #33 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 229,241 $21,810,600
2 BLK
BlackRock, Inc.
 1,379 $1,326,194
3 DLY
DoubleLine Yield Opportunities Fund
 89,111 $1,240,425
4 PDI
PIMCO Dynamic Income Fund
 53,300 $911,963
5 PHYS
Sprott Physical Gold Trust
 25,411 $900,565
6 CG
Carlyle Group Inc.
 17,474 $845,565
7 PSLV
Sprott Physical Silver Trust
 31,387 $765,528
8 PAXS
PIMCO Access Income Fund
 51,700 $744,997

All Filings in NQP

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 15,116
2025-12-31 — 13,116
2025-09-30 — 13,116
2025-06-30 — 13,116
2025-03-31 — 15,116
2024-12-31 — 13,116
2024-09-30 — 13,116
2024-06-30 — 12,616
2024-03-31 — 12,616
2023-12-31 — 13,616
2023-09-30 — 31,616
2023-06-30 — 16,616