AssetMark Inc
NAZ icon

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
Q3 		$169 Sell
16
-17
-52% -$206 ﹤0.01% 3637
2026
Q2 		$412 Hold
33
– – ﹤0.01% 3316
2026
Q1 		$396 Buy
+33
New +$400 ﹤0.01% 3219

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Independent Financial Group
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

AssetMark Inc's NAZ Position: Q3 2026 in Review

AssetMark Inc reduced its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 52% in Q3 2026, selling an estimated $206 and leaving 16 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

AssetMark Inc first reported a position in NAZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $412 in Q2 2026. 9 funds tracked by Wall St. Rank hold NAZ as of Q3 2026.

  • AssetMark Inc held 16 shares of Nuveen Arizona Quality Municipal Income Fund worth $169 as of Q3 2026.
  • AssetMark Inc sold 17 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2026, an estimated $206.
  • Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3637 holding.
  • AssetMark Inc first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Nuveen Arizona Quality Municipal Income Fund position peaked at $412 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.