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 Q1	$1.43M	Buy	+119,564	New	+$1.45M	﹤0.01%	1394

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

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

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

CAPTRUST Financial Advisors's NAZ Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2026: 119,564 shares worth $1.43M. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

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

CAPTRUST Financial Advisors held 119,564 shares of Nuveen Arizona Quality Municipal Income Fund worth $1.43M as of Q1 2026.
Nuveen Arizona Quality Municipal Income Fund was a new CAPTRUST Financial Advisors position in Q1 2026.
Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1394 holding.
33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.