Plan Group Financial
NAZ icon

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

Plan Group 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
Q3 		– Sell
-11,914
Closed -$149K – 246
2026
Q2 		$149K Hold
11,914
– – 0.03% 242
2026
Q1 		$143K Hold
11,914
– – 0.03% 225
2025
Q4 		$142K Hold
11,914
– – 0.04% 200
2025
Q3 		$141K Hold
11,914
– – 0.04% 183
2025
Q2 		$139K Buy
+11,914
New +$141K 0.05% 156

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Plan Group Financial's NAZ Position: Q3 2026 in Review

Plan Group Financial sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2026, closing a stake of 11,914 shares — an estimated $149K sold.

Plan Group Financial first reported a position in NAZ in Q2 2025 and held it in 5 quarters. The position peaked at $149K in Q2 2026. 9 funds tracked by Wall St. Rank hold NAZ as of Q3 2026.

  • Plan Group Financial reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 11,914 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2026, an estimated $149K.
  • Plan Group Financial first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and held it in 5 quarters.
  • Plan Group Financial's Nuveen Arizona Quality Municipal Income Fund position peaked at $149K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.