IFG
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Independent Financial Group’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Independent Financial Group’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 		$320K Buy
25,642
+3,000
+13% +$38K 0.01% 1208
2026
Q1 		$271K Buy
22,642
+2,560
+13% +$31.1K 0.01% 1214
2025
Q4 		$239K Hold
20,082
– – 0.01% 1260
2025
Q3 		$238K Hold
20,082
– – 0.01% 1200
2025
Q2 		$235K Buy
20,082
+500
+3% +$5.9K 0.01% 1146
2025
Q1 		$236K Buy
19,582
+1,400
+8% +$17.1K 0.01% 1037
2024
Q4 		$207K Buy
18,182
+1
+0% +$12 0.01% 1088
2024
Q3 		$215K Buy
18,181
+1,050
+6% +$12.2K 0.01% 1038
2024
Q2 		$191K Sell
17,131
-1
-0% -$11 0.01% 1027
2024
Q1 		$188K Sell
17,132
-310
-2% -$3.37K 0.01% 961
2023
Q4 		$187K Sell
17,442
-110
-0.6% -$1.1K 0.01% 902
2023
Q3 		$169K Sell
17,552
-3,000
-15% -$31.2K 0.01% 843
2023
Q2 		$221K Sell
20,552
-90
-0.4% -$973 0.02% 782
2023
Q1 		$233K Sell
20,642
-429
-2% -$4.94K 0.02% 718
2022
Q4 		$235K Hold
21,071
– – 0.02% 659
2022
Q3 		$264K Sell
21,071
-5,700
-21% -$76.3K 0.02% 576
2022
Q2 		$344K Hold
26,771
– – 0.04% 460
2022
Q1 		$364K Sell
26,771
-1
-0% -$14 0.03% 531
2021
Q4 		$428K Sell
26,772
-60
-0.2% -$952 0.04% 466
2021
Q3 		$421K Buy
26,832
+600
+2% +$9.57K 0.04% 411
2021
Q2 		$425K Sell
26,232
-85
-0.3% -$1.33K 0.05% 419
2021
Q1 		$399K Sell
26,317
-500
-2% -$7.66K 0.05% 383
2020
Q4 		$426K Buy
26,817
+1,567
+6% +$23.7K 0.06% 339
2020
Q3 		$371K Sell
25,250
-525
-2% -$7.45K 0.07% 310
2020
Q2 		$351K Buy
25,775
+2,985
+13% +$38.1K 0.08% 283
2020
Q1 		$283K Buy
+22,790
New +$307K 0.08% 263

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

Independent Financial Group's NAZ Position: Q2 2026 in Review

Independent Financial Group increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 13% in Q2 2026, buying an estimated $38K and bringing the position to 25,642 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #1208.

Independent Financial Group first reported a position in NAZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $428K in Q4 2021. 35 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • Independent Financial Group held 25,642 shares of Nuveen Arizona Quality Municipal Income Fund worth $320K as of Q2 2026.
  • Independent Financial Group bought 3,000 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2026, an estimated $38K.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1208 holding.
  • Independent Financial Group first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Nuveen Arizona Quality Municipal Income Fund position peaked at $428K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.