LPL Financial
NAZ icon

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

LPL Financial’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
Q1 		$1.8M Buy
150,177
+29,271
+24% +$355K ﹤0.01% 3624
2025
Q4 		$1.44M Buy
120,906
+68,109
+129% +$814K ﹤0.01% 3713
2025
Q3 		$626K Buy
52,797
+668
+1% +$7.87K ﹤0.01% 4439
2025
Q2 		$609K Buy
52,129
+7,323
+16% +$86.4K ﹤0.01% 4213
2025
Q1 		$540K Buy
44,806
+13,416
+43% +$164K ﹤0.01% 4103
2024
Q4 		$357K Buy
31,390
+3,530
+13% +$41.9K ﹤0.01% 4375
2024
Q3 		$329K Sell
27,860
-1,926
-6% -$22.4K ﹤0.01% 4355
2024
Q2 		$332K Buy
29,786
+12,766
+75% +$139K ﹤0.01% 4190
2024
Q1 		$187K Sell
17,020
-8,860
-34% -$96.3K ﹤0.01% 4525
2023
Q4 		$277K Sell
25,880
-3,758
-13% -$37.7K ﹤0.01% 4153
2023
Q3 		$285K Sell
29,638
-15,873
-35% -$165K ﹤0.01% 3962
2023
Q2 		$489K Sell
45,511
-25,502
-36% -$276K ﹤0.01% 3465
2023
Q1 		$802K Sell
71,013
-6,044
-8% -$69.6K ﹤0.01% 2923
2022
Q4 		$860K Sell
77,057
-55,006
-42% -$660K ﹤0.01% 2752
2022
Q3 		$1.65M Sell
132,063
-23,903
-15% -$320K ﹤0.01% 2131
2022
Q2 		$2M Buy
155,966
+4,063
+3% +$52.5K ﹤0.01% 2034
2022
Q1 		$2.07M Sell
151,903
-1,136
-0.7% -$16.3K ﹤0.01% 2038
2021
Q4 		$2.45M Buy
153,039
+43,635
+40% +$692K ﹤0.01% 1939
2021
Q3 		$1.72M Buy
109,404
+97,585
+826% +$1.56M ﹤0.01% 2167
2021
Q2 		$191K Hold
11,819
– – ﹤0.01% 3914
2021
Q1 		$179K Hold
11,819
– – ﹤0.01% 3798
2020
Q4 		$188K Hold
11,819
– – ﹤0.01% 3545
2020
Q3 		$174K Sell
11,819
-2,717
-19% -$38.6K ﹤0.01% 3247
2020
Q2 		$198K Buy
14,536
+945
+7% +$12.1K ﹤0.01% 3133
2020
Q1 		$169K Sell
13,591
-2,741
-17% -$37K ﹤0.01% 2867
2019
Q4 		$220K Buy
16,332
+2,824
+21% +$37.9K ﹤0.01% 3027
2019
Q3 		$182K Sell
13,508
-2,540
-16% -$34K ﹤0.01% 3030
2019
Q2 		$210K Buy
16,048
+5,990
+60% +$77.1K ﹤0.01% 2996
2019
Q1 		$129K Buy
10,058
+28
+0.3% +$347 ﹤0.01% 3038
2018
Q4 		$119K Sell
10,030
-2,944
-23% -$34.4K ﹤0.01% 2931
2018
Q3 		$152K Buy
+12,974
New +$161K ﹤0.01% 3062
2018
Q2 		– Sell
-24,846
Closed -$335K – 3261
2018
Q1 		$335K Sell
24,846
-17,953
-42% -$249K ﹤0.01% 2512
2017
Q4 		$605K Buy
42,799
+52
+0.1% +$758 ﹤0.01% 1895
2017
Q3 		$625K Sell
42,747
-9,050
-17% -$133K ﹤0.01% 1778
2017
Q2 		$750K Sell
51,797
-9,991
-16% -$142K ﹤0.01% 1580
2017
Q1 		$862K Sell
61,788
-32,584
-35% -$455K 0.01% 1365
2016
Q4 		$1.32M Sell
94,372
-3,321
-3% -$48.6K 0.01% 1039
2016
Q3 		$1.64M Sell
97,693
-5,769
-6% -$97.4K 0.02% 869
2016
Q2 		$1.8M Sell
103,462
-87,566
-46% -$1.41M 0.02% 813
2016
Q1 		$3.06M Buy
191,028
+18,984
+11% +$298K 0.01% 961
2015
Q4 		$2.62M Buy
172,044
+91,077
+112% +$1.36M 0.01% 1011
2015
Q3 		$1.21M Buy
80,967
+5,854
+8% +$86.3K 0.01% 1126
2015
Q2 		$1.13M Buy
75,113
+15,918
+27% +$232K 0.01% 1278
2015
Q1 		$858K Sell
59,195
-1,315
-2% -$19.1K ﹤0.01% 1466
2014
Q4 		$867K Hold
60,510
– – ﹤0.01% 1410
2014
Q3 		$831K Sell
60,510
-11,279
-16% -$155K 0.01% 1395
2014
Q2 		$975K Buy
71,789
+13,218
+23% +$179K 0.01% 1340
2014
Q1 		$751K Buy
58,571
+1,990
+4% +$25.2K ﹤0.01% 1448
2013
Q4 		$686K Sell
56,581
-17,497
-24% -$213K ﹤0.01% 1512
2013
Q3 		$900K Sell
74,078
-13,705
-16% -$168K 0.01% 1253
2013
Q2 		$1.16M Buy
+87,783
New +$1.24M 0.01% 1033

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's NAZ Position: Q1 2026 in Review

LPL Financial increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 24% in Q1 2026, buying an estimated $355K and bringing the position to 150,177 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3624.

LPL Financial first reported a position in NAZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.06M in Q1 2016. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2026.

  • LPL Financial held 150,177 shares of Nuveen Arizona Quality Municipal Income Fund worth $1.8M as of Q1 2026.
  • LPL Financial bought 29,271 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2026, an estimated $355K.
  • Nuveen Arizona Quality Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3624 holding.
  • LPL Financial first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Nuveen Arizona Quality Municipal Income Fund position peaked at $3.06M in Q1 2016.
  • 33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.