Creative Planning’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-21,800	Closed	-$346K	–	2682
2020 Q4	$346K	Hold	21,800	–	–	﹤0.01%	1531
2020 Q3	$320K	Buy	+21,800	New	+$309K	﹤0.01%	1387
2017 Q4	–	Sell	-56,000	Closed	-$819K	–	1974
2017 Q3	$819K	Buy	+56,000	New	+$825K	﹤0.01%	808
2014 Q1	–	Sell	-1,321	Closed	-$16K	–	3711
2013 Q4	$16K	Buy	+1,321	New	+$16.1K	﹤0.01%	2319

Other funds holding NAZ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Creative Planning's NAZ Position: Q1 2021 in Review

Creative Planning sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2021, closing a stake of 21,800 shares — an estimated $346K sold.

Creative Planning first reported a position in NAZ in Q4 2013 and held it in 4 quarters. The position peaked at $819K in Q3 2017. 32 funds tracked by Wall St. Rank hold NAZ as of Q1 2021.

Creative Planning reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 21,800 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2021, an estimated $346K.
Creative Planning first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2013 and held it in 4 quarters.
Creative Planning's Nuveen Arizona Quality Municipal Income Fund position peaked at $819K in Q3 2017.
32 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.