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Equibles

Concord Wealth Partners

Position in NXJ — NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND

CIK 1814214 ABINGDON, VA
Back to NXJ Full portfolio

Position in NXJ

as of Dec 31, 2025 · filed Jan 29, 2026
Position Value
$0
+$0 QoQ
Shares Held
2,046
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NXJ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $2,185,723 across 22 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,148 $1,103,870
2 HYT
Blackrock Corporate High Yield Fund, Inc.
 35,554 $304,342
3 JPC
Nuveen Preferred & Income Opportunities Fund
 31,296 $246,612
4 PDI
PIMCO Dynamic Income Fund
 11,828 $197,527
5 PFG
Principal Financial Group Inc
 878 $94,630
6 PHYS
Sprott Physical Gold Trust
 1,600 $48,272
7 PSLV
Sprott Physical Silver Trust
 2,500 $47,175
8 APO
Apollo Global Management, Inc.
 300 $35,493

All Filings in NXJ

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2025-12-31 — 2,046
2025-09-30 — 2,046
2025-06-30 — 2,046
2025-03-31 — 2,046
2024-12-31 — 2,046
2024-09-30 — 2,046
2024-06-30 — 2,046
2024-03-31 — 2,046
2023-12-31 — 2,046
2023-09-30 — 2,046
2023-06-30 — 2,046
2023-03-31 — 2,046
2022-12-31 — 2,046
2022-06-30 — 2,046
2022-03-31 — 2,046
2021-12-31 — 2,046
2021-09-30 — 2,046
2021-06-30 — 2,046
2021-03-31 — 2,046
2020-12-31 — 2,046