WEALTH EFFECTS LLC MUJ — BLACKROCK MUNIHLDGS NJ QLTY

Ownership history in WEALTH EFFECTS LLC  ·  18 quarters on record

AI Ownership Summary

WEALTH EFFECTS LLC reported BLACKROCK MUNIHLDGS NJ QLTY (MUJ) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows MUJ at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH EFFECTS LLC's position in BLACKROCK MUNIHLDGS NJ QLTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUJ was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUJ stock page WEALTH EFFECTS LLC fund profile WEALTH EFFECTS LLC full holdings
How WEALTH EFFECTS LLC held MUJ — position size vs. price
% of Fund (quarterly)    MUJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 41,294 +500 +1.2% 0.17% $478K 2026-04-21 $12.05
2025 Q4 ADDED — — — 40,794 +6,000 +17.2% 0.15% $485K 2026-01-26 $11.89
2025 Q3 ADDED — — — 34,794 +3,500 +11.2% 0.13% $403K 2025-10-28 $11.33
2025 Q2 ADDED — — — 31,294 +10,000 +47.0% 0.13% $343K 2025-07-15 $10.42
2025 Q1 ADDED — — — 21,294 +10,026 +89.0% 0.10% $240K 2025-04-23 $10.23
2024 Q4 UNCHANGED — — — 11,268 — 0% 0.04% $125K 2025-01-22 $10.56
2024 Q3 REDUCED 53.6% -8.3% ✅ 11,268 -13,026 -53.6% 0.05% $137K 2024-10-21 $10.99
2024 Q2 ADDED — — — 24,294 +4,474 +22.6% 0.10% $277K 2024-08-02 $10.70
2024 Q1 REDUCED 26.8% -0.8% ✅ 19,820 -7,274 -26.8% 0.09% $231K 2024-04-22 $9.99
2023 Q4 REDUCED — — — 27,094 -1,000 -3.6% 0.12% $309K 2024-01-29 $10.20
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUJ

As of 2026 Q1 — sorted by position size

MACKAY SHIELDS LLC 3Y 7Y 0.49% Atlas Private Wealth Advisors 3Y 0.48% Breakwater Capital Group 3Y 0.35% MELFA WEALTH MANAGEMENT, INC. 3Y 0.33% Everstar Asset Management, LLC 0.11% David J Yvars Group 3Y 0.09% Green Ridge Wealth Planning LLC 0.07% LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% TriaGen Wealth Management LLC 3Y 0.03% Noble Wealth Management PBC 0.03%

FAQ About WEALTH EFFECTS LLC and MUJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH EFFECTS LLC reported owning MUJ?

WEALTH EFFECTS LLC reported MUJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUJ position in WEALTH EFFECTS LLC's portfolio?

The largest reported portfolio weight for MUJ was 0.17% in 2026 Q1.

What is the latest reported MUJ position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH EFFECTS LLC reported 41,294 shares, equal to 0.17% of portfolio, with an estimated market value of $478K.

What does the chart on this MUJ ownership page compare?

The chart compares WEALTH EFFECTS LLC's quarterly MUJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH EFFECTS LLC time their MUJ position?

Based on 13F filing dates vs. subsequent MUJ price moves, WEALTH EFFECTS LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on MUJ relative to SPY over the holding period was -10.2%.

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