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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Wealth Management's NAZ Position: Q2 2026 in Review

Diversify Wealth Management held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q2 2026 at 28,036 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1005.

Diversify Wealth Management first reported a position in NAZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 35 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • Diversify Wealth Management held 28,036 shares of Nuveen Arizona Quality Municipal Income Fund worth $343K as of Q2 2026.
  • Diversify Wealth Management left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Diversify Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $353K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.