AssetMark Inc’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

AssetMark Inc’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
2026 Q1	$396	Buy	+33	New	+$400	﹤0.01%	3219

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

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

AssetMark Inc's NAZ Position: Q1 2026 in Review

AssetMark Inc opened a new position in Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2026: 33 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #3219 among its holdings.

33 funds tracked by Wall St. Rank hold NAZ as of Q1 2026.

AssetMark Inc held 33 shares of Nuveen Arizona Quality Municipal Income Fund worth $396 as of Q1 2026.
Nuveen Arizona Quality Municipal Income Fund was a new AssetMark Inc position in Q1 2026.
Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3219 holding.
33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.