Diversify Advisory Services
NAZ icon

Diversify Advisory Services’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Diversify Advisory Services’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 		$296K Hold
28,036
– – ﹤0.01% 1094
2026
Q2 		$343K Buy
+28,036
New +$355K 0.01% 1005

Other funds holding NAZ

Kingswood Wealth Advisors
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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
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
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversify Advisory Services's NAZ Position: Q3 2026 in Review

Diversify Advisory Services held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q3 2026 at 28,036 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Diversify Advisory Services first reported a position in NAZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $343K in Q2 2026. 9 funds tracked by Wall St. Rank hold NAZ as of Q3 2026.

  • Diversify Advisory Services held 28,036 shares of Nuveen Arizona Quality Municipal Income Fund worth $296K as of Q3 2026.
  • Diversify Advisory Services left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1094 holding.
  • Diversify Advisory Services first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2026 and has held it in 2 quarters since.
  • Diversify Advisory Services's Nuveen Arizona Quality Municipal Income Fund position peaked at $343K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.