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Kingswood Wealth Advisors’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Kingswood Wealth Advisors’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 		$453K Buy
36,300
+11,300
+45% +$143K 0.02% 634
2026
Q1 		$300K Buy
25,000
+6,000
+32% +$72.8K 0.01% 709
2025
Q4 		$226K Buy
19,000
+4,000
+27% +$47.8K 0.01% 778
2025
Q3 		$178K Sell
15,000
-7,000
-32% -$82.5K 0.01% 767
2025
Q2 		$257K Sell
22,000
-6,902
-24% -$81.4K 0.02% 617
2025
Q1 		$349K Hold
28,902
– – 0.03% 492
2024
Q4 		$329K Buy
+28,902
New +$343K 0.02% 577

Other funds holding NAZ

BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kingswood Wealth Advisors's NAZ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 45% in Q2 2026, buying an estimated $143K and bringing the position to 36,300 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #634.

Kingswood Wealth Advisors first reported a position in NAZ in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • Kingswood Wealth Advisors held 36,300 shares of Nuveen Arizona Quality Municipal Income Fund worth $453K as of Q2 2026.
  • Kingswood Wealth Advisors bought 11,300 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2026, an estimated $143K.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #634 holding.
  • Kingswood Wealth Advisors first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.