Key Financial Inc’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-5,090	Closed	-$60.6K	–	1484
2025 Q3	$60.6K	Hold	5,090	–	–	0.01%	480
2025 Q2	$59.5K	Hold	5,090	–	–	0.01%	459
2025 Q1	$61.4K	Buy	+5,090	New	+$62.3K	0.01%	442

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

BCWM

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

Key Financial Inc's NAZ Position: Q4 2025 in Review

Key Financial Inc sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2025, closing a stake of 5,090 shares — an estimated $60.6K sold.

Key Financial Inc first reported a position in NAZ in Q1 2025 and held it in 3 quarters. The position peaked at $61.4K in Q1 2025. 28 funds tracked by Wall St. Rank hold NAZ as of Q4 2025.

Key Financial Inc reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 5,090 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2025, an estimated $60.6K.
Key Financial Inc first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2025 and held it in 3 quarters.
Key Financial Inc's Nuveen Arizona Quality Municipal Income Fund position peaked at $61.4K in Q1 2025.
28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.