CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

CAPTRUST Financial Advisors’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 		$1.5M Buy
119,952
+388
+0.3% +$4.92K ﹤0.01% 1508
2026
Q1 		$1.43M Buy
+119,564
New +$1.45M ﹤0.01% 1394

Other funds holding NAZ

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CAPTRUST Financial Advisors's NAZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 0.32% in Q2 2026, buying an estimated $4.92K and bringing the position to 119,952 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

CAPTRUST Financial Advisors first reported a position in NAZ in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • CAPTRUST Financial Advisors held 119,952 shares of Nuveen Arizona Quality Municipal Income Fund worth $1.5M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 388 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2026, an estimated $4.92K.
  • Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1508 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.