Alpha Cubed Investments’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Alpha Cubed Investments’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 Q4	$1.42M	Buy	119,300 +524	+0.4%	+$6.26K	0.05%	97
2025 Q3	$1.41M	Buy	118,776 +413	+0.3%	+$4.87K	0.05%	101
2025 Q2	$1.38M	Buy	118,363 +34,737	+42%	+$410K	0.05%	104
2025 Q1	$1.01M	Buy	+83,626	New	+$1.02M	0.05%	118
2023 Q1	–	Sell	-13,539	Closed	-$151K	–	304
2022 Q4	$151K	Hold	13,539	–	–	0.01%	264
2022 Q3	$170K	Sell	13,539 -135,960	-91%	-$1.82M	0.01%	235
2022 Q2	$1.92M	Hold	149,499	–	–	0.14%	96
2022 Q1	$2.03M	Buy	+149,499	New	+$2.14M	0.13%	97
2018 Q4	–	Sell	-95,960	Closed	-$1.11M	–	280
2018 Q3	$1.11M	Buy	+95,960	New	+$1.19M	0.13%	106
2016 Q2	–	Sell	-81,726	Closed	-$1.31M	–	161
2016 Q1	$1.31M	Buy	81,726 +8,000	+11%	+$126K	0.4%	52
2015 Q4	$1.12M	Buy	73,726 +12,000	+19%	+$180K	0.29%	74
2015 Q3	$933K	Buy	61,726 +21,000	+52%	+$310K	0.24%	83
2015 Q2	$594K	Buy	+40,726	New	+$595K	0.16%	110

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Alpha Cubed Investments's NAZ Position: Q4 2025 in Review

Alpha Cubed Investments increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 0.44% in Q4 2025, buying an estimated $6.26K and bringing the position to 119,300 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #97.

Alpha Cubed Investments first reported a position in NAZ in Q2 2015 and has held it in 13 quarters since. The position peaked at $2.03M in Q1 2022. 28 funds tracked by Wall St. Rank hold NAZ as of Q4 2025.

Alpha Cubed Investments held 119,300 shares of Nuveen Arizona Quality Municipal Income Fund worth $1.42M as of Q4 2025.
Alpha Cubed Investments bought 524 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2025, an estimated $6.26K.
Nuveen Arizona Quality Municipal Income Fund made up 0.05% of Alpha Cubed Investments's portfolio in Q4 2025, its #97 holding.
Alpha Cubed Investments first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2015 and has held it in 13 quarters since.
Alpha Cubed Investments's Nuveen Arizona Quality Municipal Income Fund position peaked at $2.03M in Q1 2022.
28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.