Mission Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Mission Wealth Management’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
2024 Q4	–	Sell	-19,000	Closed	-$225K	–	700
2024 Q3	$225K	Sell	19,000 -1,000	-5%	-$11.6K	0.01%	610
2024 Q2	$223K	Hold	20,000	–	–	0.01%	594
2024 Q1	$220K	Hold	20,000	–	–	0.01%	626
2023 Q4	$214K	Hold	20,000	–	–	0.01%	533
2023 Q3	$193K	Hold	20,000	–	–	0.01%	520
2023 Q2	$215K	Hold	20,000	–	–	0.01%	504
2023 Q1	$226K	Buy	+20,000	New	+$230K	0.01%	483

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mission Wealth Management's NAZ Position: Q4 2024 in Review

Mission Wealth Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2024, closing a stake of 19,000 shares — an estimated $225K sold.

Mission Wealth Management first reported a position in NAZ in Q1 2023 and held it in 7 quarters. The position peaked at $226K in Q1 2023. 25 funds tracked by Wall St. Rank hold NAZ as of Q4 2024.

Mission Wealth Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Mission Wealth Management sold 19,000 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2024, an estimated $225K.
Mission Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2023 and held it in 7 quarters.
Mission Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $226K in Q1 2023.
25 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.