1776 Wealth’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

1776 Wealth’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,174	Closed	-$184K	–	140
2024 Q4	$184K	Sell	16,174 -39,770	-71%	-$472K	0.08%	135
2024 Q3	$661K	Hold	55,944	–	–	0.3%	65
2024 Q2	$624K	Hold	55,944	–	–	0.28%	71
2024 Q1	$614K	Sell	55,944 -2,459	-4%	-$26.7K	0.29%	70
2023 Q4	$625K	Buy	+58,403	New	+$587K	0.31%	56
2023 Q3	–	Sell	-68,944	Closed	-$741K	–	144
2023 Q2	$741K	Hold	68,944	–	–	0.39%	42
2023 Q1	$779K	Sell	68,944 -10,000	-13%	-$115K	0.47%	35
2022 Q4	$881K	Hold	78,944	–	–	0.63%	29
2022 Q3	$988K	Hold	78,944	–	–	0.75%	26
2022 Q2	$1.01M	Hold	78,944	–	–	0.71%	26
2022 Q1	$1.07M	Hold	78,944	–	–	0.62%	28
2021 Q4	$1.26M	Hold	78,944	–	–	0.68%	31
2021 Q3	$1.24M	Hold	78,944	–	–	0.71%	28
2021 Q2	$1.28M	Hold	78,944	–	–	0.72%	28
2021 Q1	$1.2M	Hold	78,944	–	–	0.75%	26
2020 Q4	$1.25M	Hold	78,944	–	–	0.78%	26
2020 Q3	$1.16M	Hold	78,944	–	–	0.84%	23
2020 Q2	$1.07M	Sell	78,944 -53,811	-41%	-$687K	0.74%	24
2020 Q1	$1.71M	Buy	132,755 +76,944	+138%	+$1.04M	0.72%	23
2019 Q4	$751K	Buy	+55,811	New	+$749K	0.64%	28

Other funds holding NAZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

1776 Wealth's NAZ Position: Q1 2025 in Review

1776 Wealth sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2025, closing a stake of 16,174 shares — an estimated $184K sold.

1776 Wealth first reported a position in NAZ in Q4 2019 and held it in 20 quarters. The position peaked at $1.71M in Q1 2020. 28 funds tracked by Wall St. Rank hold NAZ as of Q1 2025.

1776 Wealth reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
1776 Wealth sold 16,174 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2025, an estimated $184K.
1776 Wealth first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2019 and held it in 20 quarters.
1776 Wealth's Nuveen Arizona Quality Municipal Income Fund position peaked at $1.71M in Q1 2020.
28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2025.

Based on 1776 Wealth's 13F filing for Q1 2025, filed 6 May 2025.