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 Q3	$296K	Hold	28,036	–	–	﹤0.01%	1094
2026 Q2	$343K	Hold	28,036	–	–	0.01%	1005
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversify Wealth Management's NAZ Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in NAZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $353K in Q1 2026. 9 funds tracked by Wall St. Rank hold NAZ as of Q3 2026.

Diversify Wealth Management held 28,036 shares of Nuveen Arizona Quality Municipal Income Fund worth $296K as of Q3 2026.
Diversify Wealth Management 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 Wealth Management's portfolio in Q3 2026, its #1094 holding.
Diversify Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and has held it in 6 quarters since.
Diversify Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $353K in Q1 2026.
9 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2026.

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