Wealth Management Associates, Inc.
Position in NXJ — NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
CIK 2067339
Cherry Hill, NJ
Position in NXJ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
15,732
-10.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Management Associates, Inc. holds $3,693,435 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
75,124 | $2,266,491 | |
| 2 | IVZ |
Invesco Ltd.
|
19,460 | $513,549 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
25,026 | $303,315 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
13,488 | $172,646 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
16,065 | $153,742 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,588 | $147,783 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,858 | $135,909 |
All Filings in NXJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 15,732 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | — | 17,528 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | — | 28,273 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | — | 28,273 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | — | 28,273 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | — | 31,095 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | — | 31,095 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | — | 29,212 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | — | 29,212 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | — | 33,398 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | — | 33,304 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | — | 39,804 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | — | 39,804 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | — | 39,804 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | — | 40,704 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | — | 40,704 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | — | 40,704 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | — | 36,704 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | — | 32,704 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | — | 32,704 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | — | 32,804 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | — | 34,004 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | — | 34,204 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | — | 32,662 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | — | 48,862 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||