Fortitude Family Office’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Fortitude Family Office’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
2025 Q2	–	Sell	-1,503	Closed	-$18.1K	–	2096
2025 Q1	$18.1K	Hold	1,503	–	–	0.01%	417
2024 Q4	$17.1K	Hold	1,503	–	–	0.01%	492
2024 Q3	$17.8K	Buy	+1,503	New	+$17.4K	0.01%	437

Other funds holding NAZ

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

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCWM

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

Fortitude Family Office's NAZ Position: Q2 2025 in Review

Fortitude Family Office sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2025, closing a stake of 1,503 shares — an estimated $18.1K sold.

Fortitude Family Office first reported a position in NAZ in Q3 2024 and held it in 3 quarters. The position peaked at $18.1K in Q1 2025. 28 funds tracked by Wall St. Rank hold NAZ as of Q2 2025.

Fortitude Family Office reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Fortitude Family Office sold 1,503 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2025, an estimated $18.1K.
Fortitude Family Office first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2024 and held it in 3 quarters.
Fortitude Family Office's Nuveen Arizona Quality Municipal Income Fund position peaked at $18.1K in Q1 2025.
28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.