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Bartlett & Co Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$331K Hold
26,400
– – ﹤0.01% 403
2026
Q1 		$336K Hold
26,400
– – ﹤0.01% 389
2025
Q4 		$314K Hold
26,400
– – ﹤0.01% 396
2025
Q3 		$315K Hold
26,400
– – ﹤0.01% 396
2025
Q2 		$311K Hold
26,400
– – ﹤0.01% 389
2025
Q1 		$320K Buy
26,400
+2,000
+8% +$24.5K ﹤0.01% 387
2024
Q4 		$278K Buy
24,400
+1,000
+4% +$11.9K ﹤0.01% 401
2024
Q3 		$278K Hold
23,400
– – ﹤0.01% 407
2024
Q2 		$263K Hold
23,400
– – ﹤0.01% 412
2024
Q1 		$258K Hold
23,400
– – ﹤0.01% 424
2023
Q4 		$251K Sell
23,400
-22,700
-49% -$228K ﹤0.01% 441
2023
Q3 		$445K Buy
46,100
+1,000
+2% +$10.4K 0.01% 350
2023
Q2 		$486K Sell
45,100
-1,200
-3% -$13K 0.01% 345
2023
Q1 		$525K Sell
46,300
-12,300
-21% -$142K 0.01% 286
2022
Q4 		$654K Buy
58,600
+2,200
+4% +$26.4K 0.01% 259
2022
Q3 		$709K Hold
56,400
– – 0.02% 240
2022
Q2 		$727K Buy
56,400
+4,600
+9% +$59.4K 0.01% 242
2022
Q1 		$707K Buy
51,800
+650
+1% +$9.3K 0.01% 256
2021
Q4 		$818K Hold
51,150
– – 0.01% 247
2021
Q3 		$805K Buy
51,150
+4,000
+8% +$63.8K 0.02% 225
2021
Q2 		$765K Buy
47,150
+5,000
+12% +$78.2K 0.01% 223
2021
Q1 		$641K Buy
42,150
+2,800
+7% +$42.9K 0.01% 235
2020
Q4 		$624K Buy
39,350
+2,400
+6% +$36.3K 0.01% 232
2020
Q3 		$544K Buy
36,950
+2,450
+7% +$34.8K 0.01% 233
2020
Q2 		$471K Hold
34,500
– – 0.01% 241
2020
Q1 		$429K Buy
34,500
+2,550
+8% +$34.4K 0.01% 240
2019
Q4 		$430K Buy
31,950
+8,400
+36% +$113K 0.01% 271
2019
Q3 		$318K Buy
+23,550
New +$315K 0.01% 288

Other funds holding NAZ

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co Wealth Management's NAZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q2 2026 at 26,400 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Bartlett & Co Wealth Management first reported a position in NAZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $818K in Q4 2021. 7 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 26,400 shares of Nuveen Arizona Quality Municipal Income Fund worth $331K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Bartlett & Co Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $818K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.