PGF
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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
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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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Plan Group Financial's NAZ Position: Q1 2026 in Review

Plan Group Financial held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q1 2026 at 11,914 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #225.

Plan Group Financial first reported a position in NAZ in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2026.

  • Plan Group Financial held 11,914 shares of Nuveen Arizona Quality Municipal Income Fund worth $143K as of Q1 2026.
  • Plan Group Financial left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.03% of Plan Group Financial's portfolio in Q1 2026, its #225 holding.
  • Plan Group Financial first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.