PGF
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
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

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan Group Financial's NAZ Position: Q2 2026 in Review

Plan Group Financial held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q2 2026 at 11,914 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #242.

Plan Group Financial first reported a position in NAZ in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

  • Plan Group Financial held 11,914 shares of Nuveen Arizona Quality Municipal Income Fund worth $149K as of Q2 2026.
  • Plan Group Financial left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.03% of Plan Group Financial's portfolio in Q2 2026, its #242 holding.
  • Plan Group Financial first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.