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Diversify Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Diversify 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
Q1 		$353K Buy
28,036
+7,500
+37% +$91K 0.01% 910
2025
Q4 		$247K Buy
20,536
+6,296
+44% +$75.2K 0.01% 555
2025
Q3 		$170K Hold
14,240
– – 0.01% 522
2025
Q2 		$169K Buy
+14,240
New +$168K 0.01% 520

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Diversify Wealth Management's NAZ Position: Q1 2026 in Review

Diversify Wealth Management increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 37% in Q1 2026, buying an estimated $91K and bringing the position to 28,036 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #910.

Diversify Wealth Management first reported a position in NAZ in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2026.

  • Diversify Wealth Management held 28,036 shares of Nuveen Arizona Quality Municipal Income Fund worth $353K as of Q1 2026.
  • Diversify Wealth Management bought 7,500 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2026, an estimated $91K.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #910 holding.
  • Diversify Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.